Welcome to our Knowledge Base
Tip: Start typing in the input box for immediate search results.
Special Consideration for RIF/LIF Account Transfers
Posted:April 30, 2025
Updated:April 30, 2025
PRINT
When a RIF/LIF is transferred into Croft, the relinquishing institution will payout the balance of the minimum for the year. If the client was setup to receive more than the minimum payout, please refer to Increasing or Decreasing RIF/LIF Withdrawal Payments.
IN THIS ARTICLE:
RELATED ARTICLES:
-
Advisor Guidelines
-
New Advisor Onboarding
-
Client/Advisor Communication Protocol
-
Fund Company Communication to Clients
-
Investor Profile Review, IPQ & MIAA
-
Client Account Opening
-
Cash and Security Movement Requests
- Depositing Funds into a Client Account
- Non-Registered Withdrawals
- Systematic Recurring Deposits
- Increasing or Decreasing RIF/LIF Withdrawal Payments
- Withdrawal from Registered Accounts
- Withdrawals from RESP/RDSP Accounts
- Withdrawals from ITF Accounts
- Updating Client Bank Account Information
- CFG Pool Valuation Dates
-
Client Information Updates
-
Financial Planning and Tax Filing
-
CFG and NBIN Systems
- Articles coming soon
-
Cyber Security
-
- Articles coming soon
-
- Articles coming soon
-
- Articles coming soon
-
- Articles coming soon
-
- Articles coming soon
-
- Articles coming soon
-