Investment and Retirement
Important Reminder: Make sure you’re ready for the changes on June 5!
The changes to our investment products and services will be taking effect very soon! This means that new application documents must be used as of June 5, 2017.
ORDER your new application documents using 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 be used as of June 5, 2017. Previous versions will no longer be accepted after this date.
Click here for more information about changes made to the application documents.
- 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.
The updated Remuneration Schedule will be posted on our secure website for investment products as of June 1, 2017.