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Forms and Documents

Retirement Income Projection Questionnaire

Referral Form

Tradex New Account Application

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