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Trusted Contact Person: What is it and why should you have one?

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Canadian Securities Administrators recently published a couple of helpful resources about the importance of appointing a Trusted Contact Person (TCP) to protect your investments. If you have an investment account, it’s recommended that you name a TCP.

What is it?

A TCP is a person you authorize your financial firm to contact in limited circumstances.

Why have one?

A TCP can help your registered financial advisor help you, if needed.

Download the resources

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