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olympia trust fees

Olympia Trust Company reserves the right to recover all out -of-pocket expenses. Founded in 1996, Olympia Trust is a wholly-owned subsidiary of Olympia Financial Group Inc. (TSX: OLY). Our Self-Directed Accounts allow clients to hold a multitude of qualified investments.

We understand your diverse client needs and invest heavily in the ongoing development of our team, as well as advances within technology, resulting in an unparalleled experience.Our role is to act as an unbiased administrator and efficiently manage your transactions. BBB accredited since 2010-04-13. With the exception of the annual administration fee, all other fees are charged when the transaction is processed.A late payment charge of 2% per month will apply to any overdraft amounts not paid by March 1st of each year. These include Exempt Market Securities, Arms-Length Mortgages, Private Mutual Fund Trust Units, Private Corporate Debt Securities, Private Company Shares (CCPCs), Mortgage Investment Corporation Shares (MICs), Mutual Funds and Publicly Traded Securities. *Discount does not apply to Tax Free Savings Accounts (TFSA), Individual, Corporate and/or Joint Accounts.The Annual Administration fee is charged immediately upon opening an account and is prorated to half price for accounts opened August 1st or later each year. We do not offer or promote any investment offerings, meaning the investment decisions are left to you and your client.Our Self-Directed Accounts allow clients to hold qualified investments. $10 Mailing Fee . Founded in 1996, Olympia Trust is a wholly-owned subsidiary of Olympia Financial Group Inc. (TSX: OLY). The full annual fee will then be charged on January 1st of each year thereafter. Olympia Mobile offers you instant access to inclusive account details, and transaction information while guaranteeing you’re treated to a peak user experience.We’re defined by our commitment to unwavering client service and dedicated expertise in the Self-Directed Investment Industry. We pride ourselves on maintaining a leading position in understanding legislation, policies and regulations that govern the Exempt Market of Canada. The full annual fee will then be charged on January 1st of each year thereafter.Pursuant to your account agreement, you agree to pay Olympia Trust Company annual fees and transaction fees in exchange for providing services in connection with your Self‐Directed account. See BBB rating, reviews, complaints, request a quote & more. $50 Returned Item / NSF Transaction . Our goal is to constantly stay one step ahead of the tech industry curve. $150 Estate Settlement (per account) *Does not apply to contributions and fee payments made by cheque.

The Self-Directed Platform gives the client control and accountability for all of their investment decisions.We’re proud to support advancements in technology which aim to make Self-Directed services more convenient and accessible to all of our clients. With a combined 300+ years in registered plan administration, our team’s expertise is unparalleled. We provide a personalized one-on-one service tailored to the Arm’s Length Mortgage and Exempt Market Industry.Maintaining your Self-Directed Accounts just got easier! Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters. Olympia Trust Company received it's letters patent on September 6, 1995, authorizing the formation of a trust company to be registered under the Loan and Trust Corporations Act (Alberta). Olympia Trust Company is a non-deposit taking trust company providing Self-Directed Accounts to Canadian Investors through our Calgary, Alberta headquarters. Trust Company in Calgary, AB. Exempt Market Security Fees; $75 - Purchase or Contribution/Exchange of Security (takeover or transfer) Mortgage Fees; $150 - Purchase or Contribution; $200 - Transfer In; $15 - Monthly Mortgage Fee (per mortgage/per account funded after March 31st, 2020) $50 - Additional Advance Like you, we are committed to the advancement of the Exempt Market and Private Lending Industry and advocate for the integrity in all aspects of our business.

$25 Account Research (per hour) $25 Issuance of Cheque . $125 Tax Deduction Waiver . Operations commenced in March of 1996.

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