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IP-Profiler - Retirement
Variable
Rate Savings Accounts
Today's
investor has no shortage of investment options to choose from. At Fiscal
Agents we believe that an informed investor is our strongest asset and
as such, our financial advisors have an open-door approach to the financial
services marketplace. We can help guide you through many types of investments
decisions.
We believed
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 Easy®.
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: |
RRSP
- Variable Rates Savings Account Plans |
| Questions
to Ask: |
Answers
you may find: |
| Interest
Compounds: |
Semi-annually,
month end June and December |
| Interest
Calculation Base: |
Daily
Closing Balance |
| Rate
May Be Adjusted: |
Daily |
| Minimum
Deposit: |
$100
Subsequent bi-weekly & monthly - $25
Quarterly, semi-annually & annually - $100 |
| Tiered
deposit levels: |
Zero
- $1,000
$1,000 - $2,999.99
$3,000 - $5,000
$5,000 - $10,000.00
$10,000 - and over |
| Fees: |
One
free full or partial withdrawal per year, thereafter $15 for each
cash withdrawal. Waived if client is 60 plus.
$25 for each transfer to another Issuer. Waived when transfer is to
an issuers own mutual funds. |
Data
extracted from The Fiscal Reports - Registered Retirement Savings Plans
, Report # 9-1 and provided as a generic product illustration only
- issuers of such products may have some, but not all of the features
shown below.
To order your Institutions IP-P
r o f i l e r (Click here)
The
Fiscal IP-P r o f i l e r Reports
© 1998 FISCAL AGENTS Financial Services Group
All rights reserved
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