Our goal at Encasa is to provide our investors with the best service possible. If your organization requires updates to contact information or its signing officers, contact us at information@encasa.ca and our team will process your update.
In this edition of Your FAQs, Answered we are discussing purchases, redemptions and contributions. Whether you’re looking to contribute funds or withdraw funds from your investment account, we aim to make the steps simple and convenient. How can you make a purchase? What steps are required to manage pre-arranged contributions? The answers to these questions and more can be found below.
Our organization wants to start/change/stop pre-arranged contributions. What do we need to do?
Your first step is to contact us at information@encasa.ca with the following details:
• Effective date you would like your contributions to start/change/or stop*
• The total dollar amount you want to invest, with the split of each fund code, if applicable
• The frequency of contributions
• A copy of a void cheque with banking information you would like your contributions to be withdrawn from
Once we receive the above details, we will provide you with an Automatic Transaction Form pre-populated with all the above information. After it has been signed and dated by Signing Officer(s), please return to us.
*Please note the completed Automatic Transaction Form must be received by our office at least seven days prior to the effective date.
We would like to make a purchase to our account. What steps do we need to take?
Our team will be pleased to assist you with your purchase. Simply follow three steps:
1. Send an email requesting a purchase form to information@encasa.ca. Make sure to include the following information
– Account name and account number (if you have multiple accounts with Encasa, please specify the account number related to the purchase)
– Total purchase amount
– The individual purchase amounts of each fund
2. Once we receive your email, we will provide you with a prepopulated form to be signed and dated by one or two Signing Officers (depending on the account requirement).
3. If electronic funds transfer (EFT) is set up on the account, please email the order form back to information@encasa.ca. The funds will be withdrawn directly from your account. If EFT is not set up on the account, please make a cheque payable to WORLDSOURCE FINANCIAL MANAGEMENT INC and mail it along with the order form to:
Ontario British Columbia
Encasa Financial Inc. Encasa Financial Inc.
Suite 400 – 119 Spadina Ave. Suite 220 – 1651 Commercial Drive
Toronto, ON Vancouver, BC
M5V 2L1 V5L 3Y3
We will email you to confirm the purchase has been processed.
We want to make a redemption on our account. What do we need to do?
Making a redemption can be done in three easy steps:
1. Send an email requesting a redemption form to information@encasa.ca. Make sure to include the following information:
– Account name and account number (if you have multiple accounts with Encasa, please specify the account number related to the purchase)
– Total redemption amount
– From which fund(s) you would like to redeem. If multiple funds, please specify the amount from each fund
2. Once we receive your email, we will provide you with a prepopulated form to be signed and dated by one or two Signing Officers (depending on the account requirement).
3. After the form has been completed and signed, please return to information@encasa.ca. We will email you to confirm the redemption has been processed.
For accounts using EFT, the funds will be deposited within 2 business days of the redemption being processed.
Have a question about managing your investment account? Chances are that others may have it too. Send us an email at news@encasa.ca and we will answer your questions in a future edition.