Process 18. What documents are required to complete a loan application?
• Investment Loan Application • MRS Investment Account Application/Mackenzie Multi-Plan Application (if not already submitted) • A void cheque • Proof of Income for Wealth Builder Investment Loans only • 2 for 1 Investment Loans only: If your client will be pledging funds already owned, a Mutual Fund Instruction Letter with a signature guarantee for each individual fund account. If the client’s equity is currently cash, your client’s cheque payable to the applicable MRS dealer. • Segregated Funds only: Form of Notice of Security & Acknowledgement Assignment and Hypothecation of Insurance Policy Form Client Identification Certificate 19. Where can I get the new loan documents? All loan documents can be ordered through mrs-supplies@mrs.com or downloaded at www.mrs.com/toolbox or www.mackenziefinancial.com/toolbox 20. When is proof of income required? Proof of income is required for Wealth Builder Investment Loans only: Salaried applicants One of the following: • Recent letter of employme
