Forms and Documents

Note that all forms and documents are in PDF format, which requires Acrobat Reader to view and print.  All forms can be filled-in on-line, but must be printed and sent to us when completed.

If you have any questions about any of the forms or require assistance completing them, please contact one of our Investor Specialists at 1.888.888.3147.

Forms

---

Application Forms

Investment Account
Registered Retirement Savings Plan (RSP)
Registered Retirement Income Fund (RIF)
Corporate Account

---

Transfer Forms

Transfer Form for Registered Investments
Transfer Form for Pension Investments (T2151)
Note: If you are transferring a locked-in registered plan, please complete
the appropriate Addendum

---

Transaction Forms

Purchase Form
Automatic Purchase Form
Switch Form
Redemption Form

---

Other Forms

Trust Account Agreement
Corporate Resolution of Directors
Corporate Resolution of Partners
Account Consolidation Form
Power of Attorney Form

Documents

---

Prospectus & Regulatory

Simplified Prospectus (February 12, 2008)
Annual Information Form (February 12, 2008)
Annual Financial Statements (December 31, 2007)
Annual Management Reports of Fund Performance (December 31, 2007)
Proxy Voting Record (June 30, 2007)
Quarterly Portfolio Disclosure (March 31, 2008) 

Quarterly Reports

First Quarter 2008 Quarterly Report (March 31, 2008)
Fourth Quarter 2007 Quarterly Report (December 31, 2007)
Third Quarter 2007 Quarterly Report (September 30, 2007)
Second Quarter 2007 Quarterly Report (June 30, 2007)

Reference Articles

---

Looking for big returns? Think small
Small-cap investing in a nutshell

100% Canadian? Take off, eh.
A look at why the Equity Fund isn't just Canadian

Bonds: They can do a portfolio good
A primer on bonds

Investing for growth? Don't forget your passport
A look at the importance of geographic diversification

It's Time to Hunker Down (Edinburgh Partners)
An interview with the manager of the Global Equity Fund

Silence is Golden (Tom Bradley - BC Business)
Tom writes about managing money from the west coast

Steadyhand Small-Cap Equity Fund
Morningstar reviews the Small-Cap fund