Checklist - Application To Canada Life
Define Goals and Review Client Information
- Legato 1/2/3
- Legato Client Information
- Driver's License (Box) and SIN
- 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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