The Depleting Systematic Plans Report

• Systematic Withdrawal Plans (SWP), Registered Retirement Income Fund (RIF), and Life Income Fund (LIF) plans which do not have enough managed positions to fund the next payment.

To view The Depleting Systematic Plans Report:

Step 1. On the CRM, navigate to the left tool bar 

Step 2. Select CRM

Step 3. Select Show More

Step 4. Select Systematic Plans

Step 5. Click on Add View

Step 6. Type in "The Depleting Systematic Plans Report" in the search bar

How to use the Report?

Please manage the plan to ensure that one of the following options is completed:

• Move funds from a RRSP or LIRA account to fund the RIF or LIF plan
• Stop the SWP
• Place a sell request to invest funds into the Optimize Model so that the systematic plan can be re-initiated

 

Why use this Report?

• If the account is not properly funded within 14 days of the next payment date, the systematic plan will be stopped.