THE 360 NEWSLETTER

As any intermediary, B2B Bank (“B2B”) has its own procedure when applying a power of attorney (“POA”) to client’s account.

When a Representative wants to open an investment account with an intermediary, the Representative is obligated  to comply with the intermediary’s polices and procedures, even if they may differ or be stricter than the ones included in the Investia Compliance Policies and Procedures Manual.

With respect to B2B, please note the following requirements when applying a POA for a client’s account:

• Send B2B the physical, original POA, with original signature by the grantor and original signatures by two adult witnesses; OR
  
  
• Send B2B the physical notarized copy of the POA. The notarized copy must bear the original notary stamp or seal.

A faxed or digital copy is not accepted. Please note that B2B will return the physical copy.

For more information, we invite you to refer B2B’s website: https://b2bbank.com/legal/powers-of-attorney-and-joint-deposit-accounts or contact B2B directly.

Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548 or by using the chatbot feature on the Advisor Centre.