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Forms and Documents

Terms and Conditions for the Tradex Member Referral Prize Draw

Member Referral Form

Tradex New Account Application

Tradex New Account Application for Entities

Retirement Income Projection Questionnaire

Registered Retirement Savings Plan Application

CRA Declaration of Tax Residence for Individuals and Politically Exposed Person

Tax-Free Savings Account Application

Retirement Income Fund Application

Limited Authorization Form

Pre-Authorized Cheque

Transfer Authorization for Registered Investments

Know Your Client Information Form

Change of Address

Change of Beneficiary