Checklist - Application To Manulife
Define Goals and Review Client Information
Online Application
- Purpose
- Legato 1/2/3
- Legato Client Information Form
- Driver's License (Box) and SIN
Online Application
- Advisor Portal
- Corporate owner:
- CRA Schedule 50
- #1639 International Tax Classification for an Entity
- Corporate Resolution for Signing Authorities
- Large App: #1669 PEP
- Replacement: LIRD
- Upload forms
- Sign and submit
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