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Tag - new relationship

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Account Opening
Open New Account(s) / New Relationship Definition: 
Open accounts for a brand new client.
 e.g., “Please open a TFSA, RRSP, and non-registered account for new client John Doe.” Process: 
Information upload and accuracy check Timeline: 
5–7 business days What You Need to Know:
 Timeline is directly related to completeness and accuracy of the initial documents. […]