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Thursday, April 24, 2014

IPP Setup Process - 5 Simple Steps

 

Step 1 – Request a Personalized Quote

Complete our questionnaire online or download a PDF version. Your GBL representative will prepare a custom IPP quote at no cost 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.

Online Questionnaire  GO
PDF Questionnaire  GO

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