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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Related Links

• PIP Self-Directed Plan Statements
  
  
  
• PIP Self-Directed Advisor Information
• PIP Self-Directed Client Information
• PIP Self-Directed Fee Schedule