To Transfer an Account to National Bank Financial:
Simply follow the procedures for having a referred client open an account with NBF. In addition, advise the SSD representative that the referred client may want to transfer one or more accounts to NBF from another institution. The SSD rep. will then complete the necessary transfer form with the client.
We will ask the client to attach a recent copy of their statement of account from the firm they are transferring from.
Clients will be asked to give verbal instructions pertaining to the account, to be executed once the transfer has been completed, such as buy/sell instructions and instructions regarding the disbursement of proceeds (some documentation may be required).
