Checklist - Application To Equitable

​Define Goals and Review Client Information

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

 
Online Application

• EZComplete
• Corporate Owner:
  
  • ​#594 - Business Information form
    
  • #2004 - Signing Authorities certificate
    
  • Canada's Business Registration
• Large app: #1027 AML form
• Replacement: LIRD form

• Upload forms
• Sign and submit

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