Investment and Retirement

Dates to remember – 2017 RRSP Season

Mark your calendars! These are the important deadlines to remember to make sure your clients’ contributions are applied to their RRSP contributions for 2016. Please read the following.

 

FOR REGULAR INDIVIDUAL CONTRIBUTIONS

Advisors must receive contributions no later than March 1, 2017, and must forward them to SSQ by March 2, 2017 at the latest. Postmark dates of March 2, 2017, will serve as proof of mailing.

In cases where advisors do business through an agency, it is the agency’s responsibility to ensure that contributions are received by SSQ no later than March 6, 2017 (March 1 + 3 business days for processing). Please note that documents and cheques must be dated no later than March 1, 2017.

 

FOR SSQ RRSP LOAN APPLICATIONS

Completed SSQ RRSP loan applications must be received by the advisor no later than March 1, 2017. Advisors must fax these applications to SSQ by 11:59 pm March 1, 2017 at the latest. Fax date and time will serve as proof of receipt at SSQ. If the application is incomplete, it will not be possible to apply the contribution toward a 2016 RRSP.

 

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