FORMS
INVESTOR PROFILE
Determine the investment solutions best suited to your clients’ profiles.
Investor Profile
See the Investor Profile by clicking HERE 
ACCOUNT OPENING FORMS
Consult all the account opening forms relating to our funds.
Retirement Savings Plan
See the Retirement Savings Plan form by clicking HERE
Retirement Savings Plan (RSP)
Locked-in Retirement Account (LIRA)
Restricted Locked-in Savings Plan (RLSP)
Locked-in RSP (LRSP)
Non-Registered Savings Plan
See the Non-Registered Savings Plan form by clicking HERE
Tax-Free Savings Account
See the Tax-Free Savings Account form by clicking HERE
Retirement Income Fund
See the Retirement Income Fund form by clicking HERE
Retirement Income Fund (RIF)
Spousal (RIF)
Life Income Fund (LIF)
Locked-in Retirement Income Fund (LRIF)
Restricted Life Income Fund (RLIF)
Prescribed Registered Retirement Income Fund (PRRIF)
LIRA-LRSP Addendum
See the LIRA-LRSP Addendum form by clicking HERE
REGISTERED & NON-REGISTERED ACCOUNTS TRANSFER FORMS
INSTRUCTIONS FOR SYSTEMATIC EXCHANGE PROGRAM FORM
Placement Instruction
See the Instructions for systematic exchange program by clicking HERE