Common Contracts

Tax-free savings account (TFSA) Trust Agreement

November 16th, 2016

• Filed
  November 16th, 2016

BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Nesbitt Burns tax-free savings account (“TFSA”), as defined under the Income Tax Act (Canada) (the “Act”), with the holder named in the attached application or, at or after the death of the holder, with the spouse or common- law partner who is the holder’s survivor designated in accordance with the first paragraph of section 13 (referred to in section 13 as “Successor Account