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Tradex Management Inc.
(613)233-3394 / 1-800-567-3863
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May 26, 2023 TEF $24.9629 +0.91% TBF $10.4645 +0.05% TGF $15.6214 +1.10%
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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
      • RDSP
      • Tradex Investment Savings Account
      • FHSA
    • Pre-Retirement Course
    • Special Offers
      • 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

Tradex New Account Application (for non-registered accounts only)

Registered Retirement Savings Plan Application (for RRSP only)

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
  • Forms and Documents
  • Fund Facts
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  • Legal & Regulatory Documents
  • Calculators

Our Address

Tradex Management Inc.
1604-340 Albert Street
Ottawa, ON K1R 7Y6

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

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