Checklist - Application To Manulife

Define Goals and Review Client Information

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

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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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