Administering your client’s RSP loan

Loan Administration Tips

We understand that as your clients’ advisor, you will on occasion need to make adjustments to their accounts.

Loan changes can range from changing the name on the loan account to adding a new co-borrower.

For each type of change we will require:

  • Specific support documentation.
  • Completion of the right form.
  • Request to be mailed or faxed to us, depending on the type of request.

To make it easier, we’ve put together a list of the top administration tasks and tips on how to complete the process.