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  Account Application Forms
  To Open a Standard Trading Account

Individual Account
New Account Application Form (NAAF)

Joint Account
New Account Application Form (NAAF)

In-Trust Account
New Account Application Form (NAAF)

Investment Club Account
New Account Application Form
Trading Authorization for Investment Clubs
Investment Club Member Information Form

To Open a Retirement Savings Plan ("RSP")

Individual RSP, Spousal RSP or LIRA/Locked-In RSP Account
New Account Application Form (NAAF)
Schedule B - RSP Application Form

To Open a Tax Free Savings Account ("TFSA")

Individual Account
New Account Application Form (NAAF) & Schedule D - Self-Directed Tax-Free Savings Account

  Important Documents and Agreements
  Account Agreements and Disclosures
Client Account Agreement
Joint Account Agreement
Co-Operative Investing Service Account Agreement
Informal Trust or Nominee Account Agreement
On-Line Brokerage Services Agreement
Consent to Electronic Delivery Agreement
Shareholder Communication Information
CIPF Brochure
IIROC - An Investor's Guide to making a Complaint
ShareOwner's Complaint Resolution Process
Declaration of Trust for RSP and LIRA
Declaration of Trust for TFSA
Locking-In Addendum
Best Execution
Relationship Disclosure

  Other Forms You Might Need
  Transferring an Account to ShareOwner
Transfer a Standard Account (Non-Registered)
Transfer a Registered Retirement Savings Account

Other Forms
Schedule C - Trading Authorization
Third Party Determination Statement

 IIROC AdvisorReport
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