- Mutual Funds
- Documents & Forms
Please click on the links below to access application forms.
- Registered and Non-Registered Account (Specimen Plan Number: RSP 0418-067/ RIF 1665)
- Tax-Free Savings Account (Specimen Plan Number: 04180261)
- Transfer Application
- Pre-Authorized Chequing Application
- Series T Distribution Instructions Form
- T2033 Transfer Form
- T2151 Transfer Form
*RRSP receipts will be sent out from our Trustee.
Please fax completed forms to: 1-844-401-3742
c/o International Financial Data Services
30 Adelaide Street East
Attention: Unitholder Record Keeping Dept.
If you have any questions regarding the use of these forms please call our client service line toll-free at 1-800-250-3303.