Investment and Retirement
New investment contractual documents
As of June 15, 2015, new documents must be used for all new sales. To order the new documents, please complete the Order Form and the documents will be sent to you shortly.
NEW APPLICATION FORM
Here are the changes to the application form:
- The funds table has been updated
- A new annuity settlement option has been added to the beneficiary designation section
- In the Authorizations and Signatures section, the Financial Security Advisor’s declaration has been updated with the following addition, as recommended by the CLHIA and provincial regulatory authorities: "I have informed the Investor of names of the companies I represent, that I receive compensation for the sale of life insurance company products, of the possibility I may receive additional compensation in the form of bonuses, conference programs or other incentives, of any conflicts or potential conflicts of interest."
FRA641 Application form – plans other than TFSA (2015-06)
FRA1251 TFSA – Application form (2015-06)
Previous versions of these forms will be accepted until July 13, 2015. After this date, only the new versions will be accepted.
NEW INFORMATION FOLDER AND CONTRACT BROCHURE
Here are the changes to the Information Folder and Contract brochure:
- Fund Facts have been updated as at December 31, 2014
- The annuity settlement option was added to the contract
- The Securities Lending risk was added to section X
- In section “Fees Charged to Contractholders”, the following mention, in bold, was added: “Section 7.2.1 also applies to redemptions before maturity of ASTRA Equity GIAs for the portion invested in segregated funds for the ASTRA Equity GIAs and for units purchased again at the date of the reinvestment at the end of the GIA term.”
- The words “in writing” have been deleted each time we mention that a notification will be sent “in writing”.
The new brochure must be used as of June 15, 2015. Once you receive these documents, we ask that you destroy any previous versions that you may still have.
BRA1620 Information Folder and Contract (2015-06)
REMINDER – FUND CLOSURES
On June 12, 2015, ASTRA Sprott / Fiera Capital Canadian Balanced, Greystone Canadian Growth Equity and Presima Global Real Estate Enhanced Yield Funds will be closed.