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PIP Self-Directed |
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We are pleased to announce PIP Self-Directed is open for business. When you move your clients into a PIP Self-Directed, we’ll waive the trustee fee for the first year!
A PIP Self-Directed helps you save valuable time, with less administrative work plus:
- PIP back-office support you know and trust
- Quality customer service and assurance you are dealing with people committed to your success
- Available in RRSP, RRIF and all available locked-in products
Advisor Benefits of a PIP Self-Directed:
- Greater control over your client’s entire account
- Simplicity, efficiency and ease of use for your administration team – PIP operating program so there’s no need to learn a third party system
- No need to contact multiple fund companies – simply make one call to PIP Advisor Services
Client Benefits of PIP Self-Directed:
- Single consolidated quarterly statements
- Simplified bank withdrawals
- One bank deposit when redeeming multiple funds
- Single point of contact (PIP Advisor)
- Internet access to account information
To learn more about the benefits of PIP Self-Directed please see documents linked below, contact Partners In Planning Advisor Services at 1.877.967.4357 or email us at
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