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How to use or fill out Transfer Authorization for Registered Investments - HSBC Canada with our platform
- Click ‘Get Form’ to open the Transfer Authorization for Registered Investments in the editor.
- Begin by filling out Section A: Client Information. Enter your first name, last name, address, and contact numbers clearly. Ensure that your Social Insurance Number is accurate as it is essential for identification.
- Proceed to Section B: Receiving Institution Information. Here, confirm the details of HSBC InvestDirect including their FINS, DTC, and Dealer numbers. Make sure to provide your receiving account number accurately.
- In Section C: Client Direction to Delivering Institution, specify the delivering institution's name and address. Choose your preferred transfer type (All in Kind, All in Cash, etc.) and complete any necessary investment details if opting for a partial transfer.
- Finally, review Section D: Client Authorization. Read the disclosure carefully before signing and dating the form. If applicable, include a signature from a joint account holder.
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