In addition to the Investment Loan Application are there any other documents that B2B Trust requires?
Yes, B2B Trust requires the following: • Void cheque. • Letter of Direction (included with the loan application). This form is required only if paying out a loan at another financial institution. • Pledge Letter (included with the loan application) and/or cheque payable to B2B Trust. The Pledge Letter is required if paying out a loan at another financial institution, or if your client is pledging collateral on a 3 For 1, 2 For 1 or 1 For 1 Loan. • Moveable Hypothec (Quebec only). For Distribution Alliance mutual fund loans, also include: • Letter of Privilege (for the B2B Trust Select Loan Program and the B2B Trust Distribution Alliance Loan Program). For Distribution Alliance segregated fund loans, also include: • Notice of Investments (included with the Distribution Alliance loan application) and/or cheque payable to B2B Trust. The Notice of Investments is required if paying out a loan at another financial institution, or if your client is pledging collateral on a 3 For 1, 2 For 1 or
Yes, B2B Trust requires the following: • Void cheque from the client’s personal account. • Letter of Direction (included with the loan application). This form is required only if paying out a loan at another financial institution. • Pledge Letter (included with the loan application) and/or cheque payable to B2B Trust. The Pledge Letter is required if paying out a loan at another financial institution, or if your client is pledging collateral on a 3 For 1, 2 For 1 or 1 For 1 Loan. • Moveable Hypothec (Quebec only). For Distribution Alliance mutual fund loans, also include: • Letter of Privilege (for the B2B Trust Select Loan Program and the B2B Trust Distribution Alliance Loan Program). For Distribution Alliance segregated fund loans, also include: • Notice of Investments (included with the Distribution Alliance loan application) and/or cheque payable to B2B Trust. The Notice of Investments is required if paying out a loan at another financial institution, or if your client is pledging
