Non-Registered Withdrawal of Under $10,000

Amounts coming out of cash/margin accounts must go into the client bank account information on file. If the funds are to be sent to the clients updated or new bank account, a copy of the void cheque is required.  Please use CLIENT SERVICE REQUESTS forms to let CFG know there is an actionable item.

Non-Registered Withdrawal of $10,000 or more

Amounts coming out of cash/margin accounts – The client must sign a Letter of Direction requesting the withdrawal. Amounts must go into the client bank account information on file. If a different bank account is to be used, a new completed Client Authorization for Electronic Funds Transfer Form must be completed and uploaded with a copy of a void cheque or a completed Bank Direct Deposit Form. Please use CLIENT SERVICE REQUESTS forms to let CFG know there is an actionable item.