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IP-Profiler - Other Banking Services
Monthly Service Packages

Today's investor has no shortage of investment options to choose from. We believe so strongly in our mission to make money management easy for our clients that we went and had it registered as our Trade Mark - Money Management Made EasyŽ.

We want you to profit from our research. This section provides a base reference source of investment products in a simple format. The information outlined below is provided to give an overall illustration of parameters that may be in effect for this investment product.

Investment Product 
P r o f i l e r: 
Monthly Service Packages
Questions to Ask: Answers you may find:
Monthly Fee: $9.25
Type of Accounts: 1) Investment Chequing
2) Investment Savings (statement/passbook)
Interest Calculated: Daily interest chequing
Zero - $1,000
$1,000 - $3000
$3,001 - $5,000 and over
Investment Savings - daily
Interest Credited: Monthly
Chequing Privileges: First 20 no charge thereafter .50 each. No charge in branch withdrawals or ATM and debt card free.
Personalized Cheques: No charge
Cheques Returned/Fee: Yes, Statement Account option reduction of 50%
Transfers Between Accounts: Free
Limit of 2 Accounts within plan.
Type of Credit Card Offered
(*Mandatory):
No Fee Mastercard / Visa*
Gold Mastercard / Visa
Prime Plus Mastercard / Visa
Credit Card Annual Fee: No Fee Mastercard / Visa- None
Gold Mastercard / Visa - $60.00 annually
Prime Plus Mastercard /Visa- $18.00 annually.
Credit Card Interest Rate: No Fee Mastercard / Visa- 18.90%
Gold Mastercard / Visa- 18.90%
Prime Plus Mastercard / Visa - 12.75%
Overdraft Protection / Fee: OPTIONAL:
1. Casual Overdraft of $50
2. Personal credit reserve up to $5,000 to qualifying customers.
3. Pre-arranged transfer of funds.
Money Orders: Free - U.S., CDN, Pounds Sterling.
Canadian / U.S. Drafts: Canadian - No charge
U.S. and Sterling $3.500
Other Currencies: Negotiation of foreign currency - no handling charge for cheques or cash.
Certification of Cheques /
Third Party:
Free
Third Party: - $7
Types of Travelers Cheques
Offered Free:
American Express
Mastercard
Thomas Cook
Visa
Annual Reduction of
Safety Deposit Box
Safekeeping Charges:
$12 annual reduction on safety deposit box only. Safekeeping is free.
Payment of Utility Bills: Free
Auxiliary Cards: ATM Debt - Plan Card.
Any Branch Banking: Yes
Reduction in Interest Rate
on Personal Loans:
None
Other: Plan Fee Waived if:
Min. $10,000 - Investment Chequing
Min. $20,000 in any savings acct.
50% reduction if:
Min. $6,000 in - Investment Chequing
Min. $10,000 in any savings account.
Spousal plans - 50% reduction.
Telephone service: on both plans.

Data extracted from The Fiscal Reports - Monthly Service Packages and Citizens Benefit Plans, Report # 3 - 1 and provided as a generic product illustration only - issuers of such products may have some, but not all of the features shown below.

 





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