Forms and Documents
Note that all forms and documents are in PDF format, which requires Acrobat Reader to view and print. All forms can be filled-in on-line, but must be printed and sent to us when completed.
If you have any questions about any of the forms or require assistance completing them, please contact one of our Investor Specialists at 1.888.888.3147.
Forms
Application Forms
Investment Account
Registered Retirement Savings Plan (RSP)
Registered Retirement Income Fund (RIF)
Corporate Account
Tax-Free Savings Account (TFSA)
Estate or Legal Trust Account
Important! Please read the Terms & Conditions for all Steadyhand account types.
Transfer Forms
Transfer Form for Non-registered Investments
Transfer Form for Registered Investments
Transfer Form for Corporate Investments
Transfer Form for Pension Investments (T2151)
Note: If you are transferring a locked-in registered plan, please complete
the appropriate Addendum
Transaction Forms
Purchase Form
Automatic Purchase Form
Switch Form
Redemption Form
Automatic Redemption Form
Other Forms
Trust Account Agreement
Corporate Resolution of Directors
Corporate Resolution of Partners
Account Consolidation Form
Power of Attorney Form
Third-Party Statement Recipient Form
W-9 Form
Waiver of Client Confidentiality Form
Documents
Prospectus & Regulatory
Simplified Prospectus (February 25, 2013)
Annual Information Form (February 25, 2013)
Annual Financial Statements (December 31, 2012)
Management Reports of Fund Performance (December 31, 2012)
IRC Annual Report (December 31, 2012)
Proxy Voting Record (June 30, 2012)
Quarterly Portfolio Disclosure (September 30, 2012)
Complaint Handling Procedures
Fund Facts
Steadyhand Savings Fund (February 25, 2013)
Steadyhand Income Fund (February 25, 2013)
Steadyhand Founders Fund (February 25, 2013)
Steadyhand Equity Fund (February 25, 2013)
Steadyhand Global Equity Fund (February 25, 2013)
Steadyhand Small-Cap Equity Fund (February 25, 2013)
Quarterly Reports
First Quarter 2013 (March 31, 2013)Fourth Quarter 2012 (December 31, 2012)
Third Quarter 2012 (September 30, 2012)
Second Quarter 2012 (June 30, 2012)
Minimums
Initial Investment:
$10,000 per fund. If your aggregate investment exceeds $50,000, the minimum investment per fund is waived.
Subsequent Purchases:
$1,000 per fund for funds in which you already own units; or $10,000 per fund for funds in which you don't currently own units.
Steadyhand Library
Our library is home to a variety of articles, videos and reference materials. And there's no overdue charges.
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