Distribution Alliance TFSA Loan Program
Where applicable, the appropriate regulatory license is required to sell this product.
We're proud to have forged distribution alliances with many of Canada's premier financial intermediaries that include dealers, and insurance and mutual fund companies. Together, we're able to offer the advisor community many benefits which are part and parcel of our standard TFSA loan program but with one key advantage: funding options.
Whether it's maximizing a client's TFSA contribution room, and/or helping them save tax-free, your clients come out ahead with B2B Bank.
A Comparison of Programs
You've decided that a B2B Bank TFSA Loan is the right solution for your clients. But how do you decide whether to offer a distribution alliance TFSA loan, or a B2B Bank standard TFSA loan? Essentially, it comes down to funding options and the types of investments purchased. Here's a quick comparison:
|Distribution Alliance Loans||Standard B2B Bank Loans|
TFSA Loan Program Overview
|Loan Details||Variable Rate|
|Term||1 to 10 years|
|Submission method||Online or by mail|
¹B2B Bank Dealer Services includes B2B Bank Financial Services Inc. (an MFDA member), B2B Bank Securities Services Inc. (an IIROC member, Member - Canadian Investor Protection Fund) and B2B Bank Intermediary Services Inc. (an AMF-regulated dealer operating in Quebec). B2B Bank is a trade-mark used under license.
This information is intended for financial intermediaries only.