Partner Application

Lending Partnership Assessment Form

At Trillium Organisation, we are committed to offering our lending partners opportunities that are closely aligned with their financial objectives, needs, and circumstances. In order to meet these standards and assess suitability, we require the provision of the following information. We take the protection lending partners’ personal information seriously. This information is considered confidential and will be used solely to meet the objectives outlined below or as required by law.

LENDING PARTNER DETAILS

First Name (Read Only)

This is a read only field. You can change this field from your account.

Middle Initial

Last Name (Read Only)

This is a read only field. You can change this field from your account.

Date of Birth(Required)

SIN(Required)

ID Attachment(Required)

Drop files here or

Accepted file types: jpg, png, pdf, Max. file size: 10 MB.

Attach all corporate documentation when necessary. Allowed File extensions: jpg, png, pdf

Confirm(Required)

I have viewed the original

I have attached a clear and legible photocopy (front & back)

Thave not physically met the lender partner and can not confirm identity

Email Address (Read Only)

This is a read only field. You can change this field from your account.

Tel(Required)

Cell(Required)

Present Address(Required)

No. of Years(Required)

Present Address(Required)

No. of Years(Required)