Investment Application

Section 1 — Applicant:

Are you a Porcupine Credit Union Member?

Yes No

Member Number


(Account # if applicable)

First Name

Last Name

Birth Date


(mm-dd-yyyy)

S.I.N.


(000-000-000)

Address

City/Town

Postal Code

   

Phone Number


(ie: 306-123-4567)

Work Number


(ie: 306-123-4567)

Email-Address

Fax Number


(ie: 306-123-4567)

       

Enter Co-Applicant Information (only if you are applying for a joint loan)

First Name

Last Name

S.I.N.


(000-000-000)

Birth Date


(mm-dd-yyyy)

Section 2 — Purpose Of Investment:

(If you would like to speak to us in person, please contact our Investment Dept. at (306) 278-2181

RRSP

     

RESP

     

GIC

     

Mutual Funds

     

RRIF

If Other Specify:

 

Estimated Dollar Amount of
Investment:

$

   

Section 3 — Investment Knowledge:

How would you rate your investment knowledge?

Low

Medium

High

What is the intended time for this account?

1-3 years

3-5 years

5-10 years
Greater?

What is the level of your risk tolerance?

Low

Medium

High

Section 4 — Authorization

You will be contacted by an Investment Officer within 24 hours or the next business day.

Please Contact Me At:




Home
Work
Email
Other

Specify:

     

Comments or Questions:

 

 

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