Assante Capital Management Ltd. Transfer Authorization for ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the CLIENT INFORMATION section. Select your title (Mr., Mrs., Miss, Ms., or Dr.) and enter your birthdate, last name, first name, street address, city/town, social insurance number, province, and postal code.
3. In the RECEIVING INSTITUTION INFORMATION section, confirm that the institution is Assante Capital Management Ltd. Fill in the representative’s name and your Assante account number. Choose the registered plan type from the options provided.
4. Complete the CLIENT DIRECTION TO RELINQUISHING INSTITUTION section by providing details about your relinquishing institution and selecting your transfer preference (cash or in-kind).
5. In the CLIENT AUTHORIZATION section, sign and date the form. If applicable, include information for an irrevocable beneficiary.

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