- Mortgage Brokers
- Pension Plans
- Financial Institutions
- C.U. Deposit Insurance
All banks, credit unions, trust companies and insurance companies offering LIRAs and LIFs to customers must be on the Superintendent's List of Financial Institutions offering locked-in pension products, in order to accept transfers of locked-in funds.
The process for being acknowledged on the list requires that a Financial Institution file, with the Superintendent's Office, a prescribed certification form, (Application for Inclusion on a List of Acknowledged Financial Institutions). Once authorized to offer British Columbia LIF and LIRA contracts, a copy of the appropriate LIRA or LIF addendum as provided under Schedule 1 and Schedule 2 of the PBSR must be provided to LIRA and LIF owners.
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