How/What Do I fill in the Broker to Broker Transfer form?

1. Log in to your Desktop Broker account and hover over 'My Account'
2. Click on 'Forms' and select the 'Broker to Broker Transfer Request' form.
3. Fill in your clients Account Name and Number
4. The following section only relates to the external broker:

• Fill in your registered details with your external broker
• Account designation - Only fill this if applicable
• Name of existing sponsoring participant - Fill in the external broker's name
• Account Number - External broker's account number
• HIN - External broker's HIN
• Broker number (PID) - External broker's PID. If unsure, you may contact your external broker to obtain this.

Enter all securities in the section below.

Fill in your signature and the date.