RRSP Investment Application

RRSP INVESTMENT APPLICATION

Institution / Account Information

Financial Institution Name:

Account Type: Individual RRSP Spousal RRSP Locked-in/RRSP(Where applicable)

Account Holder Information

Beneficiary Designation

Primary Beneficiary Name:

Relationship: Percentage:

Contingent Beneficiary Name:

Relationship: Percentage:

Contributions & Funding Instructions

Initial Contribution Amount:

Ongoing Contributions: One-time Pre-authorized debit (PAD)

Investment Selection & Allocation

Select the investment products you authorize this RRSP to hold (check all that apply):

Mutual Funds ETFs GICs Equities (stocks) Other (specify below)

Transfer In from Existing RRSP

I request transfer of assets or cash from another registered plan: Yes No

If yes, Transferring Institution:

Account / Plan Number: Approximate Amount:

Fees, Terms & Risk Acknowledgement

I acknowledge that: fees, commissions, management expense ratios, and other charges may apply to the investments selected. Investments held in this RRSP are subject to market risk and may fluctuate in value. The financial institution and its representatives do not guarantee investment performance unless explicitly stated in product documentation. Any locked-in or pension-transfer amounts will be subject to the receiving plan's rules, including limitations on withdrawals.

I authorize the institution to effect trades and transactions within this RRSP in accordance with the instructions provided herein and to process contributions, transfers, and distributions subject to applicable legislation and plan rules. I understand that this application does not constitute tax or legal advice and that I am responsible for monitoring my RRSP contribution limits for tax reporting purposes.

Certifications & Authorization

By signing below I certify that I am a resident for tax purposes and that the funds contributed to this RRSP are eligible for registration under applicable registered plan legislation. I declare that I have not exceeded my RRSP contribution limit and agree to indemnify the institution for any taxes, penalties or interest resulting from incorrect contribution designations or late transfers.

I authorize the institution to obtain or exchange such information as may be necessary to verify my identity, process transfers, and administer this account. I consent to electronic delivery of account statements and tax reporting documents unless I request otherwise in writing. I acknowledge receipt of the applicable disclosure documents, terms of business, and fee schedule prior to account opening.

Confirmation: I confirm I have received and read the disclosure documents and fee schedule.

Advisor / Dealer (if applicable)

Advisor Name:

Dealer / Branch:

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