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Get Ific Limited Authorization 2013-2026
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How to fill out the IFIC Limited Authorization online
The IFIC Limited Authorization form is a crucial document for individuals managing mutual fund accounts, permitting a selected dealer to act on behalf of the investor. This guide provides detailed instructions to assist users in completing the form accurately and efficiently.
Follow the steps to complete the IFIC Limited Authorization form.
- Press the ‘Get Form’ button to access the IFIC Limited Authorization form and open it in your preferred PDF viewer or editor.
- Provide the names of the investors. Ensure that you enter the complete legal name of each investor in the designated fields.
- Optionally include the Social Insurance Number (S.I.N.) for identification purposes, although this is not mandatory.
- Enter the address for all joint account holders or for the individual account holder. Make sure the address is current and accurate.
- In the Investor/s Authorization section, specify the name of the Dealer that you authorize to act on your behalf. This is a vital step, as it identifies who will be managing your transactions.
- Review and check the statement indicating the scope of the authorization. Ensure you understand that this allows the Dealer to make various transactions like purchases, switches, redemptions, and setup of withdrawal plans.
- Indicate acknowledgment of liability for any fees and commissions related to transactions as specified. This ensures transparency regarding any potential costs.
- In the Expiration of Limited Authorization section, note the events that could lead to the termination of the authorization.
- For the Investor/s Acknowledgement and Consent section, sign and date the form in the designated areas. If there are joint investors, both must sign.
- If applicable, obtain a signature guarantee where indicated, ensuring you follow your financial institution's requirements.
- The Dealer Representative must confirm details of the authorization by adding their signature and date in the designated areas.
Complete the IFIC Limited Authorization form online to empower your mutual fund management today.
To fill out a payment authorization form, start with your personal information, including your name and account details. Clearly outline what the payment is for and the amount. Make sure to include any necessary information related to your IFIC Limited Authorization. After filling the form, review it to ensure accuracy before submission.
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