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.
Registered Retirement Savings Plan (RSP)
Registered Retirement Income Fund (RIF)
Tax-Free Savings Account (TFSA)
Estate or Legal Trust Account
Important! Please read the Terms & Conditions for all Steadyhand account types.
Note: If you are transferring a locked-in registered plan, please complete
the appropriate Addendum
Trust Account Agreement
Corporate Resolution of Directors
Corporate Resolution of Partners
Account Consolidation Form
Power of Attorney Form
Third-Party Statement Recipient Form
Waiver of Client Confidentiality Form
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
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 ReportsFirst Quarter 2013 (March 31, 2013)
Fourth Quarter 2012 (December 31, 2012)
Third Quarter 2012 (September 30, 2012)
Second Quarter 2012 (June 30, 2012)
$10,000 per fund. If your aggregate investment exceeds $50,000, the minimum investment per fund is waived.
$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.
Our library is home to a variety of articles, videos and reference materials. And there's no overdue charges.
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