Access to File (Applicable in Quebec Only. You understand that the information contained in your application will be maintained in a file at the Agent’s place of business. The object of this file is to enable us and the Agent, and our respective agents or representatives, to access your application, answer any questions you may have regarding the application and your Fund, and manage your Fund and your instructions on an ongoing basis. Subject to applicable legislation, personal information contained in this file may be used by us or by the Agent to make any decision relevant to the object of the file and no one may have access to the file except us, the Agent, our respective employees, agents and representatives, any other person required for the execution of our or the Agent’s duties and obligations, you and any other person that you expressly authorize in writing. You are entitled to consult your file and to have anything in it corrected. In order to exercise these rights, you must notify us in writing.
Access to File (Applicable in Quebec Only. You understand that the information contained in your application will be maintained in a file at the Agent's place of business. The object of this file is to enable us and the Agent, and our respective agents or representatives, to access your application, answer any questions you may have regarding the application and your Plan, and manage your Plan and your instructions on an ongoing basis. Subject to applicable legislation, personal information contained in this file may be used by us or by the Agent to make any decision relevant to the object of the file and no one may have access to the file except us, the Agent, our respective employees, agents and representatives, any other person required for the execution of our or the Agent's duties and obligations, you and any other person that you expressly authorize in writing. You are entitled to consult your file and to have anything in it corrected. In order to exercise these rights, you must notify us in writing. CANADIAN WESTERN TRUST COMPANY RSP DOT (FORM 131.10) B. Credential Qtrade Securities Inc. Self-Directed Retirement Income Fund Declaration of Trust We, Canadian Western Trust Company, a trust company existing under the laws of Canada, hereby declare that we will act as trustee for you, the annuitant named in the application to which this declaration is attached, for the Credential Qtrade Securities Inc. Self-Directed Retirement Income Fund (the "Fund") upon the following terms: Some Definitions: In this declaration, in addition to terms defined elsewhere herein,
Access to File (Applicable in Quebec Only. You understand that the information contained in your application will be maintained in a file at the Agent’s place of business. The object of this file is to enable us and the Agent, and our respective agents or representatives, to access your application, answer any questions you may have regarding the application and your Fund and manage your Fund and your instructions on an ongoing basis. Subject to applicable legislation, personal information contained in this file may be used by us or by the Agent to make any decision relevant to the object of the file and no one may have access to the file except us, the Agent, our respective employees, agents and representatives, any other person required for the execution of our or the Agent’s duties and obligations, you and any other person that you expressly authorize in writing. You are entitled to consult your file and to have anything in it corrected. In order to exercise these rights, you must notify us in writing. CANADIAN WESTERN TRUST COMPANY RIF DOT (FORM 130.8) C. Credential Qtrade Securities Inc. Self-Directed Tax Free Savings Account Declaration of Trust Canadian Western Trust Company is a trust company incorporated under the laws of Canada. The words "us", "our" and "we" are also used in this Declaration of Trust to refer to Canadian Western Trust Company. "You" (the account holder) are the "Holder" as defined in the Income Tax Act, the person who has completed the application form (the "Application") to which this Declaration of Trust is attached. Within this Declaration of Trust we use the word "agent" when referencing "agent for the trustee". "Survivor" Subsection 146.2(1) defines an individual to be a "survivor" of another individual if the individual was immediately before that other individual's death, a spouse or common-law partner of that other individual. We agree to act as trustee for the Credential Qtrade Securities Inc. Self-Directed Tax Free Savings Account created pursuant to the Application and this Declaration of Trust (the "TFSA") in accordance with the terms and conditions set out below:
