Checklist - Application To Canada Life

Define Goals and Review Client Information

• Purpose
• Legato 1/2/3
• Legato Client Information
• Driver's License (Box) and SIN

Online Application

• RepNet
• Corporate owner:
  • #17-8945 International Tax Classification for an Entity
  • CRA Schedule 50
  • Corporate Resolution for Signing Authorities...
• Large app: AML form
• Replacement: LIRD

• Upload forms
• Sign and submit

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