Funding and Distribution Process

Irrevocable transfer instructions are used throughout to securely transfer monies between all counterparties. 

  1. Monies are wired directly in to Havelet's account with Royal Bank of Canada.
  2. The money is subsequently transferred in to the client's individual investment account.
  3. A Havelet approved wealth manager purchases securities in accordance with the client's investment objective. Online, view-only access is provided to protect the integrity of the plans.
  4. Havelet instructs the wealth manager to make distributions to the client as per agreed distribution schedule.
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