Investment and Retirement
New Application Forms and Information Folder and Contract
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As of June 9, 2014, new documents must be used when enrolling a new investor. To order the new documents, please use our Order Form and send it to the address provided. The documents will be sent to you the week of May 19.
NEW APPLICATION FORMS
In addition to updating our fund table, the text regarding NRSPs (Sections 3 and 4 on the FRA641 form) was rephrased in order to clarify the questions about the non-registered savings plans. Also, in the "Authorizations and Signatures" section, a sentence about the needs assessment was added: "I also confirm that when required by law I have given investors the duly completed assessment of their needs."
The previous versions of these forms will be accepted until July 11, 2014. After this date, only the new updated versions will be accepted.
NEW INFORMATION FOLDER AND CONTRACT BROCHURE
As part of the annual contractual document registration, the Information Folder and Contract (BRA1620) brochure was updated along with the new Fund Facts, among others, as at December 31, 2013. The new brochure must be used as of June 9, 2014. Once you receive these documents, we ask that you destroy any previous versions that you may still have.