Broker - Savings and Investments

• K010 Retirement Income, leaflet (PDF - 8 pages)
• K018 Profile Selector, table (PDF - 4 pages)
• K046 Saving Products, table (PDF - 1 page)
• K052 Savings Investments Summary (PDF - 1 page)
• K067 Investment Priorities (PDF - 2 pages) (Please save the document to your desktop before using it.)
• T255 Flyer Assuris (PDF - 1 page)

Evolution GIC

• K093 Evolution GIC, customer leaflet (PDF - 4 pages)
• K095 Evolution GIC, advisor leaflet (PDF - 4 pages)

Equity Index GIC

• Issues Report (PDF - 36 pages)
• K097 Equity Index GIC, leaflet (PDF - 6 pages)

Deferred Life Annuity

• K062 Deferred Life Annuity LifeAnew, leaflet (PDF - 6 pages)
• T095 Life Annuity LifeAnew, table (PDF - 6 pages)

Investment Accounts

• K020 Investment Accounts Guide (Dynamic PDF - 99 pages)
• K022 Investment Accounts, table (PDF - 1 page)
• K3003 Estate Planning (PDF - 2 pages)

RRSP Loan B2B Bank

• B2B Bank's website

Application-Instructions

• IND036E Simplified Instruction PAD (PDF - 2 pages)
• IND055E Simplified Instruction (PDF - 3 pages)
• K116 Application-Instructions Non-registered Savings Annuity Companies (PDF - 8 pages)
• T053 Application-Instructions Pan-Canadian Registered Plan (LIRA-LIF) (PDF - 8 pages)
• T087 Application-Intructions TFSA (PDF - 8 pages)
• T097 Application-Instructions Non-registered plan, RSP, RIF, LIRA (QC), LIF, Annuity, DLA, DLA-LIRA (QC) (PDF - 12 pages)

Miscellaneous

• IND2033E T2033 Direct Transfer Between Institutions (PDF - 1 page)
• IND040E Verification of Tax Classification (FATCA AND CRS) - Individual (PDF - 1 page)
• IND047E Change of Mailing Address and Email Address Form (PDF - 1 page)
• IND048E Change of Beneficiary (PDF - 1 page)
• IND073E Change or Termination of the Preauthorized Debit Agreement (PDF - 3 pages)
• IND075E Identification of politically exposed persons (PDF - 2 pages)
• IND086E Authorization to transfer non-registered fund (PDF - 1 page)
• IND089E Change Regarding Contribution Spouse (PDF - 1 page)
• IND090E Locked-in Funds Transfer Agreement (PDF - 1 page)
• IND121E Verification of an Individual's Identity (PDF - 1 page)
• IND136E Request for Cash Withdrawal (PDF - 2 pages)
• IND205E Spousal consent to a transfer to a Life Income Fund (LIF) - Ontario (PDF - 1 page)
• K044W Inter-Account Transfer (PDF - 3 pages)
• K091 Redemption Fee Remittance Request (PDF - 1 page)
• T002W Investment Account Codes (PDF - 1 page)
• T036 Limited Authorization Form (LAF) (PDF - 1 page)
• Investment Priorities (PDF - 1 page)

Loan B2B Bank

• B2B Bank's website

• IND060E Administrative Guide - Savings and financial services
• IND196E Administrative Guide - LCFS
• IND214E Locked-in Plans Guide Operations

Forms

• IND035E T2033 Direct Transfer between Institutions (PDF - 1 page)
• IND036E Simplified Instruction PAD (PDF - 2 pages)
• IND055E Simplified Instruction (PDF - 3 pages)
• IND136E Request for Cash Withdrawal (PDF - 2 pages)
• K044 Inter-account Transfer (PDF - 3 pages)
• IND180E Letter of Indemnity (PDF - 1 page)

Guides

• IND054E Administrative Guide - Fundserv