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Tradex Management Inc.
(613)233-3394 / 1-800-567-3863
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January 19, 2021 TEF $24.7075 +0.47% TBF $11.5704 -0.00% TGF $17.9960 +0.59%
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  • Home
  • The Tradex Difference
    • History
    • Mutual Fund Rebate
    • Management Team
    • Board of Directors
    • Fund Committee Investor Representatives
  • Services & Products
    • Financial Advice
    • Tradex Mutual Funds
      • Tradex Equity Fund Limited
      • Tradex Bond Fund
      • Tradex Global Equity Fund
      • Tradex Investment Savings
    • Mutual funds from 25+ providers
    • Fee Options
    • GICs
    • Life Insurance
    • Investment account types
      • TFSA
      • RRSP
      • Non-registered Account
      • RRIF
      • RESP/GCWCC
      • RDSP
      • Tradex Investment Savings Account
    • Pre-Retirement Course
    • Special Offers
      • GCWCC campaign
      • NAFR
      • Quarter Century Club
    • Other Services
  • Prices & Performance
    • Rates of Return and Management Expense Ratios
    • Daily Values and Recent Distributions
    • Quarterly Reports
  • Learning Center
    • Getting Started
    • An Introduction to Investing
    • Financial Articles
    • Videos
  • Members’ News
  • Contact Us

Forms

Referral Form

GCWCC Registered Education Savings Plan program enrollment form (for RESP through GCWCC)

Tradex New Account Application (for RRSP and non-registered accounts)

CRA Declaration of Tax Residence for Individuals and Politically Exposed Person

Tax-Free Savings Account Application (for TFSA only)

Retirement Income Fund Application (for RRIF only)

Limited Authorization Form (For E-mail/Telephone instructions)

Pre-Authorized Cheque (PAC)

Transfer Authorization for Registered Investments

Know Your Client Information Form

Quarterly E-newsletter Sign-up Form or sign up online here.

Change of Address Form

Change of Beneficiary

Convenient Links

  • Members’ News
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  • Fund Facts
  • Contact Us
  • Legal & Regulatory Documents
  • Calculators

Our Address

Tradex Management Inc.
85 Albert St., Suite 1600
Ottawa, ON K1P 6A4

(613)233-3394/1-800-567-3863
(613)233-8191/1-877-492-3863
info@tradex.ca

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