Summary of key changes resulting from the acquisition of Laurentian Bank’s portfolios by National Bank


The purpose of this section is to provide a consolidated overview of the main changes to your banking products and services resulting from National Bank’s acquisition of Laurentian Bank’s portfolios. It will serve as a single reference point to locate the relevant information in this guide. However, it is not an exhaustive presentation of the changes and should be supplemented by the detailed sections of the guide as well as the documents and resources to which they refer.

 

Although this document highlights some changes to support you in the transition, it is important to note that the integration with National Bank gives you access to even more comprehensive products and services, additional digital functionality and an expanded banking network across Canada. In addition to the changes that are presented, you will benefit from comprehensive solutions to manage your day-to-day finances, carry out your plans and move forward based on your needs.

 

This guide presents the general migration framework, including contractual terms, managing your day-to-day banking, how to access online and in-branch banking, and the main operational impacts of the migration on payments and transactions. It also describes the transitional measures put in place to ensure business continuity, including the temporary redirection of certain services (cheques, direct deposits, wire transfers) and clients’ obligations with respect to resetting recurring and post-dated payments.

 

If the products or services assigned to you do not fully meet your needs, you can choose to replace them with products or services better suited to your needs.

Welcome offer

As part of the migration, National Bank is pleased to present you with a welcome offer for a smooth transition so that you can continue your operations without interruption. Until February 28, 2027, you will benefit from the following favourable terms:

  • No fixed monthly fee on your chequing accounts for banking packages and offers for professionals.
  • No charge for electronic transactions in excess of those included in The Minimalist® package.
  • No charge on your first order of 100 cheques linked to your chequing account.
  • Bonus interest rate for high-interest savings account holders at Laurentian Bank.1
  • No monthly payment for the $12 annual personal line of credit fees, if applicable.
  • You may also be eligible for other promotions. Visit nbc.ca to learn more about our products and services as well as promotional offers you may be eligible for.

1 Interest is calculated at the end of each day on the total daily balance and is paid monthly. The annual rate is variable and may be modified without notice.

Overview of products and services after the migration

 

Our aim is to ensure a transition to comparable products and services at National Bank. This section presents an overview of the products and services you will have after the migration, as well as some important information to consider. For comprehensive information about your situation, please consult the detailed sections of this guide and the migration website at nbc.ca/lbc-personal.

Personal deposit accounts – Section 2 of the Guide (pages 19 to 30)

 

Your Laurentian Bank personal chequing and savings accounts will be migrated to comparable National Bank accounts (see the Personal Deposit Account table on page 19).

 

Please refer to the detailed table on pages 20 and 21 to find out which National Bank package you will have after the migration. For more information on the fees applicable after February 28, 2027, please see Section 7. Fee Guide on page 62.

 

Chequing accounts: Your chequing account will be linked to a National Bank package. This package will be available at no fixed monthly fee until February 28, 2027. If this package does not meet your needs, you can change it at any time and choose another package that is better suited to your needs. Any new packages will also be available at no fixed monthly fee until February 28, 2027.

 

At National Bank, chequing accounts do not accrue interest.

 

Savings accounts: Savings accounts are being migrated to comparable National Bank products. These accounts are for savings (not daily transactions) and fees may apply. Funds are accessible at any time. For more information, please refer to Sections 2.2 and 2.3 of the Guide.

 

The following tables outline all the National Bank accounts and packages to which Laurentian Bank accounts and packages will be migrated. For more information, please refer to the tables on pages 19 to 23 as well as Section 7. Fee Guide.

Laurentian Bank
Account before migration
National Bank
Account after migration
Chequing Account, Chequing Savings Account, Chequing Account (2015), Day by Day Interest Account, The Investment Excellence Account, À la Carte Account, Senior Citizen Account, Youth Account Chequing Account
Day by Day Interest Plus US Account USD Progress™ Account
Budget Plan, Security Plan, The Project Planner, Personal Internet Account High Interest Savings Account
High Interest Savings Account High Interest Savings Account (HISA)

A bonus rate will apply until February 28, 2027. After that date, the interest rates applicable to National Bank’s HISAs without a bonus will apply.
Laurentian Bank
Chequing Account
National Bank
Post-migration package
— Chequing Account, Chequing Account (2015), Chequing Savings Account, Senior Citizen Account, Day by Day Interest Account, The Investment Excellence Account
– No package
– 25+

— Basic Account

— Preferred Account

— Preferred Account 60+ Advantage

— Preferred Account for youth and seniors – 25+

— Preferred Account Student Advantage – 25+

— Unlimited Account Student Advantage – 25+

— Extra plan, Extra plan+

— 65+ Plan

— Privilège Time Saver

— Quebec employees

— Employees outside Quebec

— Free package 9M/12M/18M
The Minimalist
— Basic Account for newcomers in their first year in Canada Offer for newcomers
— Chequing Account, Chequing Account (2015), Chequing Savings Account, Senior Citizen Account, Day by Day Interest Account, The Investment Excellence Account:
– No package
– 24 and under

— À la carte Account, Youth Account
– No package

— Youth Plan

— Preferred Account for youth and seniors
– 24 and under

— Preferred Account Student Advantage – 24 and under

— Unlimited Account Advantage 60+

— Unlimited Account

— Privilege Program

— TimeSaver Plan (Quebec)

— TimeSaver Plan (outside Quebec)

— Senior Citizen Plus Program – Indispensable Option Package

— SuperSaver
The Connected®
— Gold Service

— Gold Service 60+ Advantage
The Total®
— Banking Plan with Interest Professional offer for engineers

Payments and transactions – Section 3 of the Guide (pages 31 to 33)

 

To ensure a smooth transition of your banking operations, please take the following necessary steps regarding your payments and transactions:

Important transitional measures

The following temporary redirection measures require your bank account number to be updated with your suppliers quickly:

 

  • Direct deposits, pre-authorized debits and EDI credits to your Laurentian Bank account will be redirected to your National Bank account for a maximum period of 6 months.
  • Wire transfers received in your Laurentian Bank account will be redirected to your National Bank account for a maximum period of 3 months.

 

Order cheques from National Bank as soon as possible:

 

  • Cheques drawn on your Laurentian Bank account will be redirected to your National Bank account for a maximum period of 6 months.
Payment migration

Take note of your payees for:

 

  • Bill payments
  • Interac e-Transfers®

 

Take note of your instructions for pending, post-dated and/or recurring payments as they will need to be manually configured in National Bank online banking:

 

  • Bill payments
  • Interac e-Transfers
  • Transfers between your Laurentian Bank account and an external account at another financial institution
  • Transfers between your accounts at Laurentian Bank
Service changes

Some services specific to Laurentian Bank will require adopting modified features at National Bank:

 

  • Transfers between accounts (other institutions or clients) are no longer available and will have to be made by Interac e-Transfer.
  • Some payment frequencies (e.g., daily) are not available.
  • Some Interac features will change (Autodeposit must be reconfigured, Request feature is not available).
  • Some channels are restricted: Outgoing wire transfers must be made in-branch and USD transactions are not available online or on a mobile device.

For more information on payment and transaction services, please refer to Section 3. Payments and Transactions of the Guide.

Debit cards – Section 4.1 of the Guide (pages 34 and 35)

 

Depending on the cards you currently hold, one of the following options will apply:

 

1. You have only one debit card at Laurentian Bank:

 

A National Bank debit card will be issued with the same accounts and positions that you hold at Laurentian Bank.

 

2. You have more than one debit card at Laurentian Bank:

 

You can have only one debit card at National Bank. Therefore, only one card will be issued to you, with priority given to accounts for which you are the primary cardholder at Laurentian Bank.

 

3. You already have a National Bank debit card:

 

You can only have one debit card at National Bank, so no new card will be issued to you if you already have an active debit card with us.

Credit cards – Section 4.2 of the Guide (page 35)

 

Your personal Laurentian Bank credit card will remain functional during and after the migration weekend.

Credit card Additional information concerning your credit card, including timeframes, terms and conditions, as well as actions to take, will be provided to you in due course.
Credit card payments Bill payments: To make payments on your Laurentian Bank credit card using the bill payment feature in My Online Bank, you will need to add “Laurentian Bank Visa” as a supplier via the “Bills” tab.

Personal lending products – Section 5 of the Guide (pages 36 to 53)

 

To support you in your transition, the sections below summarize the key changes related to your personal lending products. For full details, please refer to the corresponding sections of this guide.

Lines of credit and home equity lines of credit – Sections 5.3 and 5.5 of the Guide (pages 41 and 42 to 45)

 

Product Summary Insurer
Interest rate Rate equivalence The interest rate on your National Bank line of credit will be equivalent to the rate before the migration. See Section 5.3.2 Annual Interest Rate of the Guide.
Interest and payments Billing and minimum payment

Interest is charged monthly to your line of credit on the statement date (rather than on the 26th day at Laurentian Bank). See Section 5.3.4 Interest Calculation and Monthly Statement Period of the Guide.

 

The minimum payment must be made within 21 days of the statement date (as opposed to 25 days at Laurentian Bank). On the 21st day following the statement, we will automatically debit the minimum payment or refund if an account is linked to your line of credit.

Fees Amount and payment holidays Fees will apply to lines of credit. See Sections 5.3.3 and 5.5.2 Fees of the Guide.

Overdraft protection – Section 5.6 of the Guide (page 46)

 

Product Summary Insurer
Interest rate New structure The rate is now based on the National Bank prime rate +7% instead of being a fixed rate.

Mortgages – Section 5.7 of the Guide (pages 47 to 49)

 

Product Summary Insurer
Payments Operational changes Your payment dates may change (e.g., modified month-end). See Section 5.7.5 Payment Dates.
Variable rate Rate revision and payment amounts The revision frequency for interest rates and payment amounts will change. See Sections 5.7.3 Interest Rate Revision Frequency (Variable Rate) and 5.7.4 Payment Amount Revision Frequency (Variable Rate) of the Guide.

Personal loans – Section 5.8 of the Guide (pages 49 to 53)

 

Product Summary Insurer
Interest rate Rate equivalence and payment amount

The interest rate on your loan at National Bank will be equivalent to the rate before the migration. See Section 5.8.3 Interest Rate (Variable Rate Loan) of the Guide.

 

Payment amounts are fixed. See Section 5.8.4 Payment Amount Revision (Variable Rate Loan) of the Guide.

Investments – Section 6 of the Guide (pages 54 to 61)

 

For the migration, your investment products will be transferred to National Bank with little consequence for their features. However, some changes may temporarily affect how your investments are displayed as well as the account structure. The key takeaways are outlined below.

Product Summary Insurer
GIC Conditions carried over The features of your GICs are maintained, including the interest rate and maturity date.
Investment accounts Operation Your investments will now be consolidated into dedicated investment accounts reserved for investment transactions (no current banking transactions are possible).

Creditor insurance – Section 5.1 of the Guide (page 36)

 

As part of the migration, your insurance coverage will be maintained, subject to certain important changes. Please refer to the table below for more information.

Product Summary Insurer
Creditor insurance (loans and lines of credit) Coverage carried over Your creditor insurance coverage linked to your loans and lines of credit is maintained, with a new insurer: National Bank Life Insurance Company (NBLIC).

 

This concludes the summary of your changes. Please consult the following sections of this document for more information.

 

Your migration experience is important to us, and we are available to support you along the way. For more information, please refer to the support options below.

 

Pre-migration support: For any immediate inquiries related to your accounts and products, contact Laurentian Bank’s Customer Service.

 

Information about the migration: For up-to-date information and frequently asked questions (FAQ), visit National Bank’s migration site at nbc.ca/lbc-personal.