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Friday, August 28, 2015

IPP Setup Process - 5 Simple Steps


Step 1 – Request a Personalized Quote

To receive a custom IPP illustration, download our questionnaire. Submit your completed questionnaire to This e-mail address is being protected from spambots. You need JavaScript enabled to view it and your GBL representative will provide a free illustration within 1-2 business days.


Step 2 – Understanding the Quotation

Upon receipt of your IPP quote, please contact your GBL representative who is available for consultation in-person or via conference call to answer any questions that may arise.


Step 3 – Setting up the IPP

Once you decide to set up an IPP, you must complete our authorization form and return fax or courier to your GBL representative. Please allow 5-10 business days to receive your IPP package.


Step 4 – Document Signing

Your GBL representative is available to assist in the signing process and answer any last minute questions. Upon final execution of the IPP agreements, GBL will register the plan with Canada Revenue Agency (CRA) and the provincial authority (if applicable).


Step 5 – Fund the Plan

Your IPP is self directed therefore, working with your planner you can identify your objectives and see that your assets are invested according your preferences and CRA funding regulations.

IPP Quick Links

IPP Overview [PDF]  download-over

IPP Guide [PDF]  download-over

Find answers to the most common questions about IPP   GO

IPP Questionnaire

To obtain a free quote, please complete our questionnaire.

PDF Questionnaire  GO

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