Client Initiated Deposit – Client Push  Timeline: Client Initiated Deposit – Croft Pull  Systematic Recurring Deposits To setup a systematic recurring deposit (PAD)the client must sign a Letter of Direction requesting the amount and frequency of the deposit. Amounts will be pulled from the client bank account information linked to the account. If a different […]

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 […]

To setup a systematic recurring deposit (PAD) the client must sign a Letter of Direction requesting the amount and frequency of the deposit. Amounts will be pulled from 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 […]

Amounts coming from a Registered account – The client must sign a Letter of Direction requesting the withdrawal. The LOD must specify if the amount is gross or net of taxes and fees and if they would like to withhold additional tax. Amounts must go into the client bank account information on file. If a […]

*Note: Withdrawals from registered plans may be subject to NBIN withdrawal fees. Please see the NBIN Fee Guide in your Croft Information Folder for more information.

The cheque will only be issued in the full name of the account. i.e. John Doe ITF for Jane Doe.

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.