Can be done electronically 1 Complete and submit application to become registered user to the SRO 2 SRO conducts probity checks Up to 24 hours 3 Proposed user reviews and signs Terms and Conditions 4 SRO processes application, issues access instructions and secure passwords 5 SRO offers systems training to In addition, the SRO provides online training materials, assistance videos and a detailed Evidentiary Manual users at no cost 6 DOL User sets up document Users are required to retain evidence supporting transactions. Requires retention processes understanding of and adherence to scanning and document security policies PROCESS PER TRANSACTION 7 User receives instructions for Review executed documents to ensure everything that is required has been particular transaction provided / instructions are clear 8 User confirms the transaction is If not, pre Duties Online processes apply one that is Duties Online eligible Sight evidence of eligibility and confirm rate of concession 9 User seeks any information to support exemption or concession claims 10 User logs on and enters transactional and exemption / concession data 11 Duties Online calculates duty payable / accepts electronic payment 12 Once payment is made, Transfer of Land can be registered at the Land Titles Office 13 User scans evidentiary Strict security and retention protocols apply requirements in accordance with Terms and Conditions 14 Duty transaction completed. Prepare and fee invoice to instructor The following table illustrates the standard process for Declarations of Trust after the introduction of Duties Online: 9 Declaration of Trust in Duties Online Process Map TASK/S REGISTERED USERS PROCESSING DECLARATION OF TRUST ONE-OFF INITIAL SET UP PROCESS
1 Complete and submit application to become registered user to the SRO Can be done electronically 2 SRO conducts probity checks Up to 24 hours 3 Proposed user reviews and signs Terms and Conditions 4 SRO processes application, issues access instructions and secure passwords 5 SRO offers systems training to users at no cost In addition, the SRO provides online training materials, assistance videos and a detailed Evidentiary Manual 6 DOL User sets up document retention processes Users are required to retain evidence supporting transactions. Requires understanding of and adherence to scanning and document security policies PROCESS PER TRANSACTION 7 User receives instructions for particular transaction Review executed documents to ensure everything that is required has been provided / instructions are clear 8 User confirms the transaction is one that is Duties Online eligible If not, pre Duties Online processes apply 9 User seeks any information to support exemption or concession claims Sight evidence of eligibility and confirm rate of concession 10 User logs on and enters transactional and exemption / concession data 11 Duties Online calculates duty payable / accepts electronic payment 12 Once payment is made, Transfer of Land can be registered at the Land Titles Office 13 User scans evidentiary requirements in accordance with Terms and Conditions Strict security and retention protocols apply 14 Duty transaction completed. Prepare and fee invoice to instructor The following table illustrates the standard process for Declarations of Trust after the introduction of Duties Online: 9 Declaration of Trust in Duties Online Process Map TASK/S REGISTERED USERS PROCESSING DECLARATION OF TRUST ONE-OFF INITIAL SET UP PROCESS
DOL%20RCM%20Assessment%20-%20Jul%2013.docx