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
Download (opens in a new window)Registered Retirement Savings Plan (RSP)
Download (opens in a new window)Registered Retirement Income Fund (RIF)
Download (opens in a new window)Corporate Account
Download (opens in a new window)Tax-Free Savings Account (TFSA)
Download (opens in a new window)First Home Savings Account (FHSA)
Download (opens in a new window)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
Download (opens in a new window)Converting your RRSP to RRIF at Steadyhand
Download (opens in a new window)Transfer Form for Registered Investments
Download (opens in a new window)Transfer Form for Non-registered Investments
Download (opens in a new window)Transfer Form for Corporate Investments
Download (opens in a new window)Transfer Form for Pension Investments (T2151)
Download (opens in a new window)If you are transferring a locked-in registered plan, please complete the appropriate Addendum.
Ongoing Transactions
Purchase Form
Download (opens in a new window)Automatic Purchase Form
Download (opens in a new window)Switch Form
Download (opens in a new window)Redemption Form
Download (opens in a new window)Automatic Redemption Form
Download (opens in a new window)Steadyhand Retirement Withdrawal Program (Guide)
Download (opens in a new window)Account Management
Change in Beneficiary
Download (opens in a new window)Change in Beneficiary with Contingent Beneficiary
Download (opens in a new window)Change of Address
Download (opens in a new window)Trust Account Agreement
Download (opens in a new window)Corporate Resolution of Directors
Download (opens in a new window)Corporate Resolution of Partners
Download (opens in a new window)Account Consolidation Form
Download (opens in a new window)Power of Attorney
Download (opens in a new window)Trusted Contact Person Form
Download (opens in a new window)RC519 Form
Download (opens in a new window)Waiver of Client Confidentiality
Download (opens in a new window)Documents
Prospectus & Regulatory
Simplified Prospectus (May 8, 2026)
Download (opens in a new window)Interim Financial Statements (June 30, 2026)
Download (opens in a new window)Savings Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Income Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Founders Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Builders Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Equity Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Global Equity Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Small-Cap Equity Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)Global Small-Cap Equity Fund Interim MRFP (June 30, 2026)
Download (opens in a new window)IRC Annual Report (December 31, 2025)
Download (opens in a new window)Proxy Voting Record (June 30, 2026)
Download (opens in a new window)Quarterly Portfolio Disclosure (September 30, 2025)
Download (opens in a new window)Complaint Handling Procedures
Download (opens in a new window)Fund Facts
Steadyhand Savings Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Income Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Founders Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Builders Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Equity Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Global Equity Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Small-Cap Equity Fund (May 8, 2026)
Download (opens in a new window)Steadyhand Global Small-Cap Equity Fund (May 8, 2026)
Download (opens in a new window)Quarterly Reports
Second Quarter 2026 (June 30, 2026)
Download (opens in a new window)First Quarter 2026 (March 31, 2026)
Download (opens in a new window)Fourth Quarter 2025 (December 31, 2025)
Download (opens in a new window)Third Quarter 2025 (October 8, 2025)
Download (opens in a new window)Second Quarter 2025 (June 30, 2025)
Download (opens in a new window)Stay steady.
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