If you haven't already conducted business with B2B Bank, and are ready to begin, these steps outline the processes involved.
Step 1: Contact Business Development
Your local Business Development Manager is your primary contact for new business at B2B Bank. They're also a good resource for any specific questions you may have about working with us, or to set up an appointment to meet face-to-face.
Step 2: Complete the required documentation
Depending on the products you wish to make available to your agents, the following agreement(s) and/or supporting documentation is/are required:
For Investment Loans and RSP Loans:
- Distributor Profile form and Managing General Agency (MGA) Supplementary Profile form. Please complete, sign and fax both forms along with a copy of your certificate status to B2B Bank at 416.865.5925. The information on the forms will be reviewed and, if it meets our guidelines, we will send you a Segregated Funds Trading and Settlement Agreement.
- EASE Acknowledgement & Agreement (optional).
- Deposit Agent Application and Profile form plus a Distribution Agreement
Step 3: Submitting business
Once we've received the required documentation in good order, you will be notified, and your agents may begin submitting business to us.
At B2B Bank, we appreciate your business and look forward to supporting you in your business-building goals.