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APPLICATIONS
NUMBER
TITLE
DATE
4321-00A Application for RIF & LIF Rider SEP2017
4395-00A Application for Non-Registered Funds (Must include RC518 or RC519 form below) SEP2017
RC518 Declaration of Tax Residence for Individuals SEP2017
RC519 Declaration of Tax Residence for Entities SEP2017
4393-00A Application for RRSP & LIRA SEP2017
4332-00A Application for Fixed and Life Annuity APR2013
4688-00A Application for TFSA SEP2017
4729-00A Investor Profile Questionnaire SEP2017
4634-00A
Trading Authorization Form
NOV2015

CLIENT SERVICE
NUMBER
TITLE
DATE
4922-00A Non-Financial Transaction Request NOV2017
4920-00A Financial Transaction Request NOV2017
4632-00A Locking-in Agreement MAY2013
T2151 E Direct Transfer of a Single Amount -
Transfer Authorization for Registered and Non-registered Investments
JUL2014
5747-00A Request for a non-financial modification to an ANNUITY contract NOV2015
5907-00A Death Claim - Claimant’s Statement
SEP2017 

PENSION PLAN
NUMBER
TITLE
DATE
5255-00A Enrolment Form - Pension Plan SEP2017
4307-00A Employee Request - Pension Plan SEP2017
5021-00A Notice of Termination of Employment - Pension Plan AUG2012
Investor Profile Questionnaire
SEP2017
ZIP file Multiemployer Kit - Member Kit SEP2017
ZIP file Multiemployer Kit - Employer Kit SEP2017


GROUP SAVINGS PLAN
NUMÉRO
TITRE
DATE
Request for a Group Savings Plan NOV2015
ZIP file
Member Kit - Group Savings Plan
AUG2016

COMPLIANCE & PERSONAL INFORMATION
NUMBER
TITLE
DATE
4841-00A Body Corporate Identity Verification MAY2011
4475-00A Client Authorization NOV2004
4843-00A Politically Exposed Person Verification MAY2011
0000-01A Your Obligations - Anti-Money Laundering MAR2011
0000-03A Your Obligations - Personal Information MAR2011
4701-00A Agent Disclosure Statement JUL2011
5232-00A Authorization to disclose personal information SEP2015

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