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CI Ops - Registered Transfer Tracking

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Professional Development

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CI Ops - Registered Transfer Tracking
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15 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What does RTT stand for?

Retirement Transfer Tracking

Registered Transfer Trail

Registered T2033 Tracking

Registered Transfer Tracking

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What type of transfers are tracked?

Incoming in-cash registered transfers

Incoming in-kind registered transfers

Incoming switches

Incoming in-cash non-registered transfers

3.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

RTTs are set up using which of the following documents? (Select all that apply)

T1036

T2033

CI Application form

T2151

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which dealer can set up RTTs using via iAPP?

Sun Life

Assante

Mackenzie

Edward Jones

5.

MULTIPLE SELECT QUESTION

45 sec • 1 pt

Which plan types cannot have RTTs set up? (Select all that apply)

RESPs

Non-registered

TFSAs

LIRA

6.

DRAG AND DROP QUESTION

45 sec • 1 pt

System generated letters are sent to the (a)   and ​ (b)   to follow up on outstanding transfers.

relinquishing institution
advisors
clients
dealership
Resolutions

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

RTTs are cancelled automatically on the ___ business day.

10th

30th

45th

70th

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