ShareOwner Investments

Account Agreements and Disclosures

	Client Account Agreement
	Joint Account Agreement
	Fund-Building Service Account Agreement
	Informal Trust or Nominee Account Agreement
	On-Line Brokerage Services Agreement
	Consent to Electronic Delivery Agreement
	Shareholder Communication Information
	CIPF Brochure
	Arbitration for Clients of IIROC Member Firms
	Declaration of Trust
	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

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