Individual Account - Non-Registered
These accounts are opened with only one account owner. |
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Joint Account - With Rights of Survivorship (Not Applicable to Quebec Residents)
Joint accounts can be opened with two or more account owners. Each owner will have the authority to provide instructions for the Joint Account.
In the event of the death of an owner, the entire beneficial interest in the Account shall be transferred to the surviving joint owner(s). Please review the Joint Account Agreement for the rights and obligations of the survivors. |
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Joint Account - Tenants in Common (For Quebec Residents Only)
Joint accounts can be opened with two or more account owners. Each owner will have the authority to provide instructions for the Joint Account.
In the event of the death of an owner (tenant in common), the decedent’s beneficial interest in the account shall be transferred to their estate. Please review the Joint Account Agreement for the rights and obligations of the survivors. |
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Informal Trust Account
An individual account or a joint account may be designated an Informal Trust Account. Each account owner is considered the beneficial owner of the account and not as the trustee of the Informal Trust. |
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Investment Club Account
An Investment Club is a group of investors who pool their money to invest collectively.
The following is required to establish
an Investment Club Account:
- Complete an Investment Club New Account Application Form.
- Provide a signed Trading Authorization for Investment Clubs and Investment Club Account agreement, which
designates
the trading agent(s) for the Account and must be signed by each club member
- Provide an Investment Club Member Information Form for each member.
You may also visit the Forms page to access all the available forms. |
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