Forms and Documents

Most forms can be completed electronically, with the assistance of one of our Investor Specialists. It's quick and easy; please contact us at 1-888-888-3147 to get started. Alternatively, all forms can be downloaded, printed and sent to us when completed.

Forms

Account Applications

Investment Account

Registered Retirement Savings Plan (RSP)

Registered Retirement Income Fund (RIF)

Corporate Account

Tax-Free Savings Account (TFSA)

First Home Savings Account (FHSA)

Important! Please read the Terms and Conditions for all Steadyhand account types. This document includes important conflicts of interest disclosure that we recommend you review.

Transfers

A Guide to Moving Your Accounts

Converting your RRSP to RRIF at Steadyhand

Transfer Form for Registered Investments

Transfer Form for Non-registered Investments

Transfer Form for Corporate Investments

Transfer Form for Pension Investments (T2151)

If you are transferring a locked-in registered plan, please complete the appropriate Addendum.

Ongoing Transactions

Purchase Form

Automatic Purchase Form

Switch Form

Redemption Form

Automatic Redemption Form

Steadyhand Retirement Withdrawal Program (Guide)

Account Management

Change in Beneficiary

Change in Beneficiary with Contingent Beneficiary

Change of Address

Trust Account Agreement

Corporate Resolution of Directors

Corporate Resolution of Partners

Account Consolidation Form

Power of Attorney

Trusted Contact Person Form

RC519 Form

W8 Form

W9 Form

Waiver of Client Confidentiality

Documents

Prospectus & Regulatory

Simplified Prospectus (May 8, 2026)

Annual Financial Statements (December 31, 2025)

Savings Fund Annual MRFP (December 31, 2025)

Income Fund Annual MRFP (December 31, 2025)

Founders Fund Annual MRFP (December 31, 2025)

Builders Fund Annual MRFP (December 31, 2025)

Equity Fund Annual MRFP (December 31, 2025)

Global Equity Fund Annual MRFP (December 31, 2025)

Small-Cap Equity Fund Annual MRFP (December 31, 2025)

Global Small-Cap Equity Fund Annual MRFP (December 31, 2025)

IRC Annual Report (December 31, 2025)

Proxy Voting Record (June 30, 2025)

Quarterly Portfolio Disclosure (September 30, 2025)

Complaint Handling Procedures

Fund Facts

Steadyhand Savings Fund (May 8, 2026)

Steadyhand Income Fund (May 8, 2026)

Steadyhand Founders Fund (May 8, 2026)

Steadyhand Builders Fund (May 8, 2026)

Steadyhand Equity Fund (May 8, 2026)

Steadyhand Global Equity Fund (May 8, 2026)

Steadyhand Small-Cap Equity Fund (May 8, 2026)

Steadyhand Global Small-Cap Equity Fund (May 8, 2026)

Quarterly Reports

Second Quarter 2026 (June 30, 2026)

First Quarter 2026 (March 31, 2026)

Fourth Quarter 2025 (December 31, 2025)

Third Quarter 2025 (October 8, 2025)

Second Quarter 2025 (June 30, 2025)

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