Important:

• If you should print the following forms, please make sure of its quality and take into account the number of copies required, when applicable.
• To access the French version of the forms, select "Français" on the upper-hand side of your screen.

• Pre-approval
• Investment Loan Request
   

Pre-approval

If you wish to pre-approve your client, complete the pre-approval form and forward it to MRS Trust.

Pre-approval Form

   1 page – 85 kb

Investment Loan Request

You can order a kit with all required forms at the warehouse under 006018E (English version) and 06018F (French version).

The following forms must be completed in 4 original copies (no photocopies). Your client must sign all copies with his/her original signature.

• Investment Loan Application
• Assignment and Hypothecation of Insurance Policy
• Form of Notice of Security and Acknowledgement
• Borrowing Money to Buy Desjardins Financial Security Guaranteed Investment Funds Contract

Investment Loan Application

   12 pages – 181 kb

Assignment and Hypothecation of Insurance Policy

   3 pages – 73 kb

Form of Notice of Security and Acknowledgement

   3 pages – 60 kb