Effective June 1, 2021, all B2B Bank RSP Loan applications MUST be completed and submitted via EASE. Paper applications for B2B Bank RSP Loans will no longer be available or accepted.
For users that are familiar with EASE, you will now find that screens are modified to be consistent with the application forms, in addition to enhancing the field descriptions to minimize errors.
Some of the enhancements include updates and clarifications for entering mandatory fields as the system will now validate that the new mandatory fields are entered.
The following enhancements have been added to the ‘Borrower’ and ‘Co-borrower’ tabs to help avoid delays:
® SMART Loan is a registered trademark of Primerica Life Insurance Company of Canada and used under license.
® B2B BANK is a registered trademark of B2B Bank
© 2024 B2B Bank. All rights reserved.
This website is for informational purposes only and should not be construed as financial advice. For Primerica Representatives (the “Representatives”) information only. B2B Bank is not affiliated with Primerica and does not endorse nor promote the products or services offered by Primerica. The role of the independent sales representatives of Primerica Life Insurance Company of Canada (“PLICC”) and PFSL Investments Canada Ltd. (“PFSL”), where and as permitted by applicable law, is limited to making simple referrals of clients to B2B Bank in respect of the SMART Loan program. The simple referrals made by the Representatives take place pursuant to an agreement between B2B Bank, PLICC and PFSL. None of PLICC, PFSL or any of the Representatives (collectively referred to as “Primerica”) are registered, or acts, as a mortgage broker. SMART Loans are offered by B2B Bank.
B2B Bank does not provide investment advice to individuals or Representatives. The dealer and Representative, not B2B Bank, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated with borrowing to invest. The B2B Bank RSP Loan program is available exclusively through licensed financial advisors and Representatives. B2B Bank acts solely in the capacity of lender and loan account administrator. Any loan approval from B2B Bank should not be construed as an endorsement of any investment choice, program or strategy. All RSP loans are subject to credit approval and borrowed monies are due and payable regardless of the performance of the investments purchased. While RSP loans have the ability to magnify gains, they also have the potential to magnify market losses.