Transamerica Canada Project

Policy Information

Client Name: John Doe

Policy #: P123456

General

Policy Type: Cash

Policy Status: Active

Product Name: Transamerica GIF

Policy Date: 12DEC1999

Investment Type: GIA

Registered Status: Non Registered

Nominee Code: LMA

Spousal Indicator: S - Spouse

Spouse Birthdate: 12DEC1970

Spousal Contributor: Jane Doe

Client Relationships

Relationship	Client Name	Client #	Beneficiary Percentage	Beneficiary Type
Primary Insured	John Doe	C123456
Owner	George Doe	C987654
Beneficiary	Jane Doe		100%	Revokable

Banking Details

Payor Name: George Doe

Payor #: P67699

Bank Name: TD Canada Trust

Transit: 12345

Account #: xxxxxx321

Pre Authorized Debit Amount: $75.00

Automatic Withdrawal Amount: $30.00

Date of Stop Payment: 25MAR2025

Advisor/Additional Information

Advisor: 216871

Advisor Name: 9170-8610 Quebec Inc

Distributor Code: LMA

Dealer Code: 3075

Industry Rep Code: 9180