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About Us
Agreements and Forms
Account Types
FAQs
Account Agreements & Disclosures
Printable Forms
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
An Investor's Guide to making a Complaint
Declaration of Trust for RSP and LIRA
Declaration of Trust for TFSA
Locking-In Addendum
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
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