Investment and Retirement
Important reminder: New application documents
Changes to our investment products and services took effect on June 5, 2017. This means that new application documents must now be used. To order your new documents, please use our Order Form.
INFORMATION FOLDER
The Information Folder was updated with Fund Facts as at December 31, 2016, and the continuing beneficiary option was included.
APPLICATION FORMS
Application forms were updated in order to include the new regulatory requirements for non-registered investment accounts. We also reviewed the format and created a specific version for SSQ Private Wealth Management contracts.
New documents must now be used. Previous versions will longer be accepted.
Click here for more information about changes made to the application forms.
- Application Form (FRA641 2017-06)
- Application Form - TFSA (FRA1251 2017-06)
- NEW Application Form - SSQ Private Wealth Management (FRA1847 2017-06)
- NEW Application Form - SSQ Private Wealth Management TFSA (FRA1848 2017-06)
OTHER DOCUMENTS
Other documents have been updated, taking into account the segregated fund changes, the addition of the continuing beneficiary and the changes to the eligibility of sales charge options for the optimal guarantee (100/100).
- SSQ GIFs Summary (DRA719)
- SSQ GIFs Code Numbers (MRA1064 – PDF only)
- Managers and Allocation of Strategy and Celestia GIFs (MRA1514)
- Outstanding turnkey portfolios brochure (BRA1686)
Other administrative forms and marketing documents were changed or updated. Consult them on our secure website.