Portfolio Building Service

ShareOwner is the only investment dealer in Canada where dividend reinvestment is automatic (to four decimals) and free for all stocks and exchange-traded funds available through the Portfolio Building Service.

Scheduled Trading

ShareOwner buys and sells stocks and exchange-traded index funds (ETFs) on a specific schedule each month.

This investor-friendly service can help make your investing at ShareOwner more successful than at other investment dealers.

That's because our dollar-based trading service helps investors choose, and then prudently build, a well-diversified portfolio of high quality growth stocks. It also lets them buy only what they can easily afford, while enjoying unusually small commissions.

Canada's Only "Portfolio Commission"

Order 5…10…20…40 securities and pay only one commission..................................$40 flat per order

In addition to this low commission, enjoy:

	Purchasing as much or as little as you like.

	Paying the commission in Canadian dollars – even for shares traded on U.S. markets.

Purchase or Sell a Single Security

Purchase or sell as much or as little as you like of a single security...........................$9.95 flat per trade

Commission is paid in the currency of the market.

Immediate Trading

Online Orders

Buy or sell immediately, as much or as little as you like of a single security............$29.00 flat per trade

Telephone Orders

Buy or sell immediately, as much or as little as you like of a single security............$43 flat per trade

All immediate trades are market orders with commission paid in the currency of the market.
Call toll-free 1-866-644-6881 (416-595-0010 in the Greater Toronto Area)

Fees

Registered Plans (per year or part thereof)		$
	Retirement Savings Plan Administration	79
	LIRA/Locked-In RSP	100
	Retirement Income Fund	100
	Tax Free Savings Account (TFSA)	50

Account Withdrawal
	Non-RSP	12
	RSP	48
	Home Buyers' Plan Withdrawal	100
	Life Long Learning Plan Withdrawal	100
	TFSA Withdrawal	25

Account Transfer
	Closure/Full Account Transfer	125*
	Partial Account Transfer	75*
	*Plus selling commissions for any fractional shares.

Contribution of a Security from a Non-RSP Account to a RSP Account or TFSA
	Per Security (maximum of $29 per account)	8

Account Statements
	Online at www.Investments.ShareOwner.com	Free
	Monthly Account Statement – mailed (per year or part thereof)	36
	Copy of a Non-Current Statement	25

Account Investigation Fee (per hour or part thereof)		75
Estate Processing Fee		150
Share Certificate/DRS Statement (Cdn Securities)		75
DRS Statement (US Securities)		75
Manual Order Processing fee		18
Non-Sufficient Funds		35
Unclaimed Accounts Fee		125
	(charged annually - where the client's address is unknown
	or where the account is unclaimed)
Suspended Account Fee - Effective June 15-2011 (per year or part thereof)		125
	(charged annually - to accounts where the client has failed,
	for more than one year, to provide adequate account
	documentation for regulator-required information.)
HST/GST is added where applicable