Important Reminder
To be eligible for a tax receipt for RSP contributions made within the first 60 days of 2024, Agora must receive the documents in good order, signed by the client by Feb 29, 2024.
As some processes may take more than one day, it is recommended that the instructions be sent before this cut off time. If you are close to the deadline, we recommend that the money be put into cash inside the RSP account to get the tax receipt and the investment selection is made later.
Documents received after February 29, 2024, will be treated on individual basis to determine eligibility for the first 60 days contribution. Additional proof may be required.
Deadlines for specific transaction types is detailed below:
Must be completed by client by February 29, 11:59pm EST.
If this is processed after the bank’s standard processing daily cut-off time, proof of the online transaction may be required. Clients must use their RSP account number when setting up the Payee.
One-time cash contribution from client bank account
Signed by client and received by February 29 11:59 pm EST
Documents must be signed by the client by 11:59 pm EST on February 29th. They will be processed by Agora on March 1st but will be classified as first 60-days contributions.
When setting up a contribution from Cash, please select AGRA_CASH as the investment/fund.