td direct investing letter of direction-transfer of cash ... · pdf filetd direct investing...

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TD Direct Investing Letter of Direction Transfer of Cash/Securities to Related Third Party 522460 (0313) To: TD Direct Investing Related Third Party Definition for Transfers: Client account to account of an immediate family member (1 degree removed + grandparents) Client account to client's business account where the client owns 100% of the corporation either individually or with his immediate family (1 degree removed + grandparents) I/we (Transferor) hereby instruct TD Direct Investing to transfer these securities/funds listed below from: _________________________________________________________________________________________________ Full Name of Account Holder(s) - Please Print ________________________________________________ __________________________________________ TD Direct Investing Account # Fax to the attention of: Name of Office Contact List securities/funds to transfer and number of units or shares (or if list is extensive, see attached ) _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ _________________________________________ To (Transferee): ____________________________________________________________________________________________________ Full Name of Account Holder(s) - Please Print ______________________________________ _____________________________________________________________ TD Direct Investing Account # Relationship with the Transferor(s) - Please Print Reason for the transfer: _________________________________________________________________________________ Dated this _____ day of ____________ ___________ _________________________________________________ Month Year Signature of the Transferor(s) / The TD logo and other trade-marks are the property of The Toronto Dominion Bank or a wholly-owned subsidiary in Canada and/or other countries. TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.

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Page 1: TD Direct Investing Letter of Direction-Transfer of Cash ... · PDF fileTD Direct Investing Letter of Direction Transfer of Cash/Securities to Related Third Party 522460 (0313) To:TDDirectInvesting

TD Direct InvestingLetter of Direction

Transfer of Cash/Securities to Related Third Party

522460 (0313)

To: TD Direct Investing

Related Third Party Definition for Transfers:

Client account to account of an immediate family member (1 degree removed + grandparents)Client account to client's business account where the client owns 100% of the corporation either individually or with his immediatefamily (1 degree removed + grandparents)

I/we (Transferor) hereby instruct TD Direct Investing to transfer these securities/funds listed below from:

_________________________________________________________________________________________________Full Name of Account Holder(s) - Please Print

________________________________________________ __________________________________________TD Direct Investing Account # Fax to the attention of: Name of Office Contact

List securities/funds to transfer and number of units or shares (or if list is extensive, see attached )

_________________________________________ _________________________________________

_________________________________________ _________________________________________

_________________________________________ _________________________________________

_________________________________________ _________________________________________

_________________________________________ _________________________________________

To (Transferee):

____________________________________________________________________________________________________Full Name of Account Holder(s) - Please Print

______________________________________ _____________________________________________________________TD Direct Investing Account # Relationship with the Transferor(s) - Please Print

Reason for the transfer: _________________________________________________________________________________

Dated this _____ day of ____________ ___________ _________________________________________________Month Year Signature of the Transferor(s)

/ The TD logo and other trade-marks are the property of The Toronto Dominion Bank or a wholly-owned subsidiary in Canada and/or other countries.

TD Direct Investing is a division of TD Waterhouse Canada Inc., a subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.