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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

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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

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Transfer Forms

Transfer Form for Non-registered Investments
Transfer Form for Registered Investments
Transfer Form for Pension Investments (T2151)
Note: If you are transferring a locked-in registered plan, please complete
the appropriate Addendum

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Transaction Forms

Purchase Form
Automatic Purchase Form
Switch Form
Redemption Form

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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

Documents

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Prospectus & Regulatory

Simplified Prospectus (February 10, 2010)
Annual Information Form (February 10, 2010)
Semi-Annual Financial Statements (June 30, 2010)
Semi-Annual Management Reports of Fund Performance (June 30, 2010)
IRC Annual Report (December 31, 2009)
Proxy Voting Record (June 30, 2010)
Quarterly Portfolio Disclosure (March 31, 2010)
Complaint Handling Procedures

Quarterly Reports

Second Quarter 2010 (June 30, 2010)
First Quarter 2010 (March 31, 2010)
Fourth Quarter 2009 (December 31, 2009)
Third Quarter 2009 (September 30, 2009)