Fun Friday _DI

Can a DRIP be set up on a Sweep Account

• Yes

• NO

• Yes, only on CAD

How many Free Trades per year are offered with Easy Trade?

• 20

• 30

• 40

• 50

For Authentication, select the valid answer in regards to beneficiary question

• Can be asked for a Quebec Resident

• Can only be asked on TFSA/RSP/RIF

• Can be asked on any type of account

• Can only be asked to the account holder

To register a GPA. what procedures do I need to follow

• We can only do sub account linking on their personal account, for GPA to have access

• Register for EBS product (personal account) using the GPA name

• Register for EBS product (PA/TA)

• Register for EBS product (personal account) using account holder's name

What is the maximum amount for a monthly MCP

• 2500$

• 5000$

• No limit

• 1250$

To send a cheque to client, when do I need to call RO for approval?

• Only if greater than 2000$

• For Every transaction

• When address has been updated in the last 90 days and cheque greater than 2000$

• Only if address has been updated in the last 90 days

For a bi-weekly MCP/PAD set-up, start date date must be

• less than 3 days before request

• between 3 and 15 days of the request

• between 3 and 30 days of the request

• less than 30 days of the request

DRIP service fee is 1$/quarter

• True

• False

SIP service is subject to a commission of 9.99$

• True

• False

Client can contribute in RESP more than 2500$/child/year to catch/up on missed contributions for

• One year

• Two years

• Not possible

• Since child birth