Common Acronyms
A&S: Accident and Sickness
AD&D: Accidental Death & Dismemberment
APR: Annual Percentage Rate
ASC: Alberta Securities Commission
AWD: Automated Withdrawal
BNI: Business Networking International
CCRA (or CRA) : Canada Customs and Revenue Agency
CESG: Canada Education Savings Grant
CFP: Certified Financial Planner
CI: Critical Illness
COB: Coordination of Benefits
COLA: Cost of Living Adjustment
CPI: Consumer Price Index (inflation)
CPP: Canada Pension Plan
DOB: Date of Birth
DPSP: Deferred Profit Sharing Plan
DSC: Deferred Sales Charges
GIC: Guaranteed Investment Certificate
GIS: Guaranteed Income Supplement
GRSP: Group Retirement Savings Plan
HO: Head Office
IPP: Independent Pension Plan
ITF: In Trust For
JKFC: Jewell Korte Ferro & Company Inc.
JTIC: Joint Tenants in Common
JTWROS: Joint Tenants with Rights of Survivorship
KYC: Know Your Client
LIF: Life Income Fund
LIRA: Locked-In Retirement Account
LRIF: Life Retirement Income Fund
LRSP: Locked-In Retirement Savings Plan
LTA: Limited Trading Authorization
LTC: Long-term Care
LTD: Long Term Disability
MF: Mutual Fund
MFDA: Mutual Fund Dealers Association
OAS: Old Age Security
PAC: Preauthorized Automatic Contribution
PIS: Professional Investment Services (Canada) Inc.
PSP: Profit Sharing Plan
RESP: Registered Education Saving Plan
RPP: Registered Pension Plan
RRIF: Registered Retirement Income Fund
RRSP: Registered Retirement Savings Plan
SF: Segregated Fund
SpRRSP: Spousal Registered Retirement Savings Plan
SRIF: Spousal Registered Income Fund
SRSP: Spousal Registered Retirement Savings Plan
TIA: Temporary Insurance Agreement
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