Forms

Use this form to open registered or non-registered accounts. 

These addenda’s need to be sent or provided to a client, when opening a LIRA (Locked in Registered Account) & LIF (Life Income Fund)

Investment Application

LIRA Addenda

LIF Addenda

Use this form to switch free units from a Back end fund to a Front end fund. (one time or standing instructions)

10% Free Processing Form

To be completed when clients’ accounts are to be aggregated for management fee reductions.

This form can be used to confirm the dealer service fee and payment authorization for the following Series: F, FT, I & IT.

Use this form to move matured units within an account to the front end version of the same fund. 

Use this agreement if an application for a RRSP (Registered Retirement Savings Plan) has been received but wish to transfer funds to another RRSP governed by Federal and or provincial legislation.

Counsel Advisor Directed Income allows you to automate your client's investment strategy & pay out regular income from their portfolio. Use this form for this service. 

This form replaces previously submitted instructions on the Advisor Directed Income form. 

Counsel Advisor Directed Payout Service allows you to customize the client’s monthly cash flow on Series T purchases, by choosing either a fixed percentage rate or dollar amount

Use this form to set-up automatic rebalancing for an account.

Use this form to make changes to an existing ADR account. 

Use this form to transfer a RRSP to Counsel from another fund company or trustee.

Use this form to open a Tax Free Savings Account.

Use this form to provide, or amend instruction for the Dollar Cost Averaging Service (DCA Service). The DCA Service is available to investors who wish to invest lump sum in IPC High Interest Savings Fund, Counsel Money Market, or Counsel Premium Cash Account (for TFSAs) before making gradual switches to one or more Counsel investment solutions.

Use this form to amend existing PAC.

Use this form to amend existing PAC.

Use this form to open a Registered Education Savings Plan Family Account.

Use this form to open a Registered Education Savings Plan Individual Account.

Use this form to withdraw from a RESP account.

Family RESP Add Beneficiary Form

RESP Non-Financial Update Form

Family RESP Add Beneficiary Form

RESP Non-Financial Update Form

Authorization and Indemnity