Deposit Broker Forms

• Home Trust Investment Deposit Application
• Client Information and Consent Form
• Third Party Declaration Information Form
• Corporation Information and Consent Form
• Non-Corporate Business Information and Consent Form
• Deposit Broker Investment Outline and Procedures Form
• TFSA Broker Checklist
• Deposit Broker Letter of Direction
• Home Trust Deposit Slip
• Home Trust Deposit Slip Instructions

• T-2033

The specimen plan number for Home Trust RSP’s is 571-001.
The specimen plan number for Home Trust RRIF’s is 1235.

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New Broker Application

To be registered as a deposit broker with Home Trust, you need to meet two requirements:

1. You must be a member of one of the following associations:
   • Investment Industry Regulatory Organization Of Canada (IIROC)
   • The Mutual Fund Dealers Association (MFDA)
   • Registered Deposit Brokers Association (RDBA)
   • Life Insurance Licensed Firms
2. Home Trust requires a minimum investment portfolio from either new money or renewals of $500,000 per annum. If this annual minimum is not met, Home Trust Company reserves the right to cancel the contract.

If you and/or your agency meet these requirements, please contact Nicole Kotsifas, Business Development Manager at 1-877-903-2133 ext. 6579, to complete a Deposit Broker Application & Agreement. Once approved, you will receive a welcome package with your Agent Number along with a copy of Home Trust Company’s Deposit Broker Investment Outline and Procedures.

If you need any further assistance, please feel free to contact Nicole Kotsifas, Business Development Manager at 1-877-903-2133 ext. 6579, or email gicdept@hometrust.ca.