Investment and Retirement

SSQ Private Wealth Management: Implementation and advantages

In an effort to help you better manage the portfolios of customers whose assets exceed $500,000, here are some reminders and important information.

 

REMINDER: NEW ADMINISTRATIVE FORMS

Use today the new administrative forms specific to SSQ Private Wealth Management:

• Application Form for Individual Contracts (FRA1847A)
• TFSA - Application Form for Individual Contracts (FRA1848A)

These forms will allow you to identify files that require special processing.

 

NEW IMPLEMENTATION FORM (FRA1164)

All the information required to implement a private wealth management contract was grouped together in a fillable form (FRA1164A), which can be found in the Forms section of our secure website.

In short, this form will allow you to:

• Identify each individual investor of an eligible group (family members)
• Specify the terms for automatic rebalancing
• Define the commissions

From now on, this administrative form must be submitted with all new SSQ Private Wealth Management enrolments.

 

ADVANTAGES FOR YOU AND YOUR CUSTOMERS

Finally, SSQ Private Wealth Management has the following advantages for both you and your customers:

• Competitive management fees
• Flexible commissions
• Grouping together of family assets to save on fees
• Value-added services such as the production of quarterly statements as well as rebalancing

 

For more about SSQ Private Wealth Management and services tailored to your customers' needs, please refer to this pamphlet.