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IP-Profiler - Other Banking Services
Senior Citizens Benefit Plans

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: 
Senior Citizens Benefit Plans
Questions to Ask: Answers you may find:
Minimum Age: 59
Joint Accounts: Joint Account with spouse under 59 - benefits apply to both.
Type of Accounts Offered:

Daily Interest Savings Accounts:

Daily Interest Savings Account

Savings Non-Chequing Accounts:

N/A

Chequing / Savings Accounts:

Basic Banking Account

Daily Interest Chequing Accounts:

Investor Daily Interest Chequing Account
U.S. Dollar Daily Interest Account

Chequing Accounts:

True Chequing
Special Rate Offered to Seniors on Accounts: 1/2% higher on Daily Interest Savings Account.
Accounts With Free Chequing: Investor Daily Interest Chequing Account
Basic Banking Account
Chequing Account
U.S. Dollar Daily Interest Account
Money Orders: Free
Type of I.D.: System Coded
Personalized Cheques: Free
Transfers Between Accounts: Free (if prepared by branch)
Any Branch Banking: Yes
Types of Travelers Cheques Offered Free: VISA / Mastercard /American Express
Thomas Cook for foreign currencies
Payment of Utility Bills at Institution: Free
Annual Reduction on Safety Deposit/Safekeeping Charges: $15 maximum reduction on any number of safety deposit boxes or safekeeping fees.
Bank by Mail
Postage Paid pre-addressed:
Not offered.
Direct Deposit of Pension CCP / or Investment Income: Free
Terms / Minimum for GIC Interest Paid Monthly: 1 - 5 years
$5,000 minimum
GIC Bonus Rates Offered: 1/8% on monthly pay GIC
1/4% on Semi annually pay GIC
Other: Drafts free in any currency.
Free commissioner of Oaths service available at all branches
Reduced cost of Will consultation
Free Travel service
Free certification of cheques on aforementioned Accounts.
No processing fee for foreign currency cheques drawn or deposited on seniors Canadian Accounts.
No charge for stop-payments.
A Newsletter is sent out quarterly.

Data extracted from The Fiscal Reports - Monthly Service Packages and Citizens Benefit Plans, Report # 3 - 2 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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