My client’s CRA has been split into two or more sub accounts. Which sub account will my fees be deducted from?

The enhancements to the CRA give you additional flexibility to manage crystallised and uncrystallised assets separately as they will be split into crystallised and uncrystallised sub accounts.

If you request a servicing fee and your client holds both crystallised and uncrystallised assets, we will fund the uncrystallised subaccount’s fee from the largest crystallised sub account. If your client does not hold crystallised assets, the fee will be funded from their uncrystallised account.