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What are the benefits of participating in the Transfer In Program?

April 26, 2017Benefits program transfer

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What are the benefits of participating in the Transfer In Program?

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The Transfer In Program offers a win-win solution to advisors and their clients alike. In addition to the time advisors will save, B2B Trust will either waive the current year’s administration fee of $125 plus GST, or will deposit an amount to each account representing the relinquishing institution’s transfer out fee (up to $125 plus GST) upon receipt of the assets.