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.

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 […]