Opening a new account with the Angus Watt Advisory Group

Here is a list of items that we commonly ask you to bring with you if you would like to open an account with the Angus Watt Advisory Group during your visit. If your currently scheduled visit is to open an account please bring the items listed relative to the account type that you will be opening. With this information at hand all forms for opening can either be completed our prepared for signature(s) during our meeting.

Personal Account: (both registered and non-registered accounts)

- Social insurance Number

- Photo Identification

- Blank VOID Cheque

- Previous Year's Tax Return

- Bank and/or Investment Account Statements for accounts that you would like holdings transferred from into the new account.

- Bank and/or Investment Account Statements for accounts that you are not planning to transfer but that you would like us to include in any financial planning that we might do for you.

- Insurance and Employment Benefit Policy Statements.

Corporate Account:

- Photo Identification

- Blank VOID Cheque (Corporate)

- Bank and/or Investment Account Statements for accounts that you would like holdings transferred from into the new account.

- Bank and/or Investment Account Statements for accounts that you are not planning to transfer but that you would like us to include in any financial planning that we might do for you.

- Employee Group Benefits and Group RSP Program Statements (Where our services are to be applied)

- Listing of Names and Addresses, and Banking information for all shareholders that own in excess of 10% of the company's issued equity. (Identification confirmation forms will be prepared requiring those person's signatures)

- Listing of Names, Home Addresses, and Banking information for all persons intended to hold trading authority for the new account(s) (Identification confirmation forms will be prepared requiring those person's signatures)

- Copy of most recently filed Annual Return of the Corporation. (This is not the financial tax return but rather the registries return document)

Thank You for planning to meet with us!