dns65 Posted May 18, 2021 #1 Share Posted May 18, 2021 As you know, the cruise lines offer OBC for shareholders. Looking at the requirements, I need to submit one of the following: Photocopy of shareholder proxy card, a dividend tax voucher or a current brokerage or nominee statement with your current mailing address and your brokerage account number blacked out All my investments are just in an RRSP account thru my bank. So I don't have share certificates or any tax documents relating to dividends. I don't want to have to send a full statement for my account as Carnival is on the 2nd or 3rd page of holdings. Too much personal info in there, they don't need to know my financial details. How are people in similar situations handling this? How do you provide proof of share ownership when its in something like an RRSP or TFSA thru your bank? Link to comment Share on other sites More sharing options...
Fouremco Posted May 18, 2021 #2 Share Posted May 18, 2021 I've not been faced with this problem as my portfolio does not include cruise line shares. I also do not use my bank for investment purposes. Have you asked your bank whether they can generate a statement limited to the cruise line holding? Link to comment Share on other sites More sharing options...
dns65 Posted May 18, 2021 Author #3 Share Posted May 18, 2021 37 minutes ago, Fouremco said: I've not been faced with this problem as my portfolio does not include cruise line shares. I also do not use my bank for investment purposes. Have you asked your bank whether they can generate a statement limited to the cruise line holding? That was my next step but I figured maybe someone here had the answer and would save me from being on hold for who knows how long.... 1 Link to comment Share on other sites More sharing options...
TeaBag Posted May 18, 2021 #4 Share Posted May 18, 2021 Can you not copy only page three of your investment portfolio and black out what is not relevant? We do not have this problem as we hold our shares of CCL and RCCL in private accounts. Link to comment Share on other sites More sharing options...
Magicat Posted May 18, 2021 #5 Share Posted May 18, 2021 I use my accounts holding information as proof of ownership. If there are other stocks listed I either black them out or leave them. Does Royal really care about my 1000 shares of Nortel? LOL 1 Link to comment Share on other sites More sharing options...
lostinparadise999 Posted May 19, 2021 #6 Share Posted May 19, 2021 15 hours ago, Magicat said: I use my accounts holding information as proof of ownership. If there are other stocks listed I either black them out or leave them. Does Royal really care about my 1000 shares of Nortel? LOL I blank out everything (advisor, acct #, holdings, type of account, client info etc) Just leaving my name address, investment company logo, and the shares in CCL or RCL and statement date. If you are taking multiple segments, the shareholder's benefit is available for each segment. I just list each segment on the fax form. Also as Elite on Princess the free wifi is privilege is for each segment if you have multiple segments. 1 Link to comment Share on other sites More sharing options...
mexico8 Posted May 22, 2021 #7 Share Posted May 22, 2021 On 5/18/2021 at 5:18 PM, Magicat said: I use my accounts holding information as proof of ownership. If there are other stocks listed I either black them out or leave them. Does Royal really care about my 1000 shares of Nortel? LOL As others have stated we black out the info that is not needed by the cruise line. We just leave our name and the proof of stock ownership. Link to comment Share on other sites More sharing options...
Magicat Posted May 23, 2021 #8 Share Posted May 23, 2021 Mexico8, interesting name. Are you here in Mexico too? Link to comment Share on other sites More sharing options...
john2003 Posted May 25, 2021 #9 Share Posted May 25, 2021 Ditto to using a thick black Sharpie. Link to comment Share on other sites More sharing options...
CanadianSailor22 Posted June 25, 2021 #10 Share Posted June 25, 2021 Sharpie or make opaque white boxes over the other info… avoid black box so to save ink upon printing. Save as PDF or JPEG after otherwise the boxes could be removed as easily as you drew them… 1 Link to comment Share on other sites More sharing options...
4everOrcruiser Posted July 3, 2021 #11 Share Posted July 3, 2021 Mine are held within my TFSA,s. Whenever I need a copy I just ask my bank representative to print out a sheet with the bank’s letterhead showing my 100 Carnival shares along with the current date. It also shows my account no., (which I black out), and my address. In one case with Princess they accepted my statement 14 months before the cruise! Holland America prefers a statement closer to 6 months or less. Your statement can be photocopied and used on more cruises during the year. The statements are for the current year, but in most of my cases I have sent them in one year for a cruise the following year without a problem. 1 Link to comment Share on other sites More sharing options...
mexico8 Posted October 5, 2023 #12 Share Posted October 5, 2023 On 5/23/2021 at 10:06 AM, Magicat said: Mexico8, interesting name. Are you here in Mexico too? I am a little late answering ..... We have spent years in Puerto Vallarta (and other places in Mexico) over the past 40 years or so. We spend every winter there. I think we have spent about 5 years total there over all that time. Our second home - we love it. Link to comment Share on other sites More sharing options...
CGinMTL Posted December 5, 2023 #13 Share Posted December 5, 2023 I keep the proxy voter card they send. I have used it twice to get carnival OBC on hal. Link to comment Share on other sites More sharing options...
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