Limited
Power of Attorney – This form
is used if you wish to grant someone other
than yourself the ability to give investment
instructions on your account. This form limits
the power of attorney to buy and sell instructions.
Power
of Attorney Representation Form – This
form is used to gather information necessary
to add a Power of Attorney to your account
at ScotiaMcLeod.
Home
Buyers'
Plan Request to Withdraw from an RSP – This
form is used if you wish to withdraw funds
from your RRSP under
the HomeBuyers Plan.
KYC Summary
Form – This form is used
to open a new account at ScotiaMcLeod. It provides
us with information necessary to open your
account.
Transfer
from an RSP or RIF to another RSP or RIF on
Breakdown of Marriage or Common
Law Partnership – This form allows
us to transfer RRSP or RRIF assets to a spouse
on a breakdown of marriage or common law
relationship as per a separation agreement.
MKYC Individual – This form allows you
to update various pieces of information on
your account such as address changes, investment
objectives, adding interested parties to your
account etc.
MKYC Legal – This form allows you to
update various pieces of information on your
legal entity accounts (e.g. corporate account)
such as address changes, investment objectives,
adding interested parties to your account etc.
Transfer
Authorization for Non-Registered Investments – This form allows you to
transfer assets from another institution to
your non-registered investment account at ScotiaMcLeod.
Transfer
Authorization for Registered Investments - This form allows you to transfer assets from
another institution to your registered investment
account at ScotiaMcLeod.
Pinnacle
Annual Review Form – This form
is used for Pinnacle account holders. It verifies
that an annual review has been preformed on
your account and that you wish to maintain
your current asset mix, or allows you to make
changes to your current asset mix.
Request
to Reduce Tax Deductions at Source – This
form is used to reduce the income taxes withheld
by your employer once you have made an RRSP
contribution. This provides you with immediate
income tax relief as opposed to waiting for
the processing of your personal income tax
return the following year.
Terms
and Conditions Booklet – This
booklet outlines what you agree to when you
open an account at ScotiaMcLeod.
