AVAILABLE ELECTRONIC SOLUTIONS
To avoid any eventuality that may arise due to the coronavirus outbreak, we invite you to eliminate paper mailings to the head office as much as possible and to use the electronic solutions available to you.
In addition, we would ask you to please avoid sending cheques by mail.
SENDING DOCUMENTS
Please send your scanned documents by email from your “@peakgroup.com” address to the various departments concerned, in which the addresses are provided below.
It is essential, specifically given the current situation, to direct documents to the right departments in order to eliminate any delay in processing time.
Please note that the addresses below are for sending documents for processing.
Any questions, follow-up, problematic to be raised should be directed to the PEAK Unik Advisor Service team ([email protected] or [email protected]).
For more information, download the Administrative Tips guide available below.
Guide
EXAMPLES FOR SENDING DOCUMENTS
As usual, please avoid duplicating sent emails to different addresses to avoid duplicate transactions.
- New client
- You must send: an account opening, a KYC, a Limited Authorization, a specimen cheque, a new PAC request and a transfer form with investment instructions.
- Submit all documents to account opening only. They will then coordinate the dispatch to the other departments.
- Update of KYC and instructions for portfolio rebalancing (switches).
- Send the update to account openings.
- Submit transaction instruction form to manual department.
ELECTRONIC FILING- 3 SOLUTIONS
- Bill payment
- One-time-PAC and electronic funds transfer/EFT single debit authorization form (with specimen cheque)
- TD Bank Deposit (by Advisor)
- Present themselves at the bank and make the deposit. You must ensure that the cashier stamps your TD deposit slip. Scan the TD deposit slip and send it with the copies of the cheques to the appropriate email address: [email protected].
