Effective March 2, 2019, Canadian Western Trust (CWT) will become Assante Wealth Management’s registered plan Trustee.

This change applies to all Assante self-directed registered plan types including:

• Registered Retirement Savings Plans (RRSPs)
• Registered Retirement Income Funds (RRIFs)
• Tax-Free Savings Accounts (TFSAs)
• Registered Education Savings Plans (RESPs)

Copies of the updated Declaration of Trust, Locked-In Addenda and Terms and Conditions will be made available below prior to March 2, 2019.

Once available, please save and/or print a copy of your applicable documents for your records.

For self-directed accounts held with
Assante Capital Management Ltd.

Plan Type	Document	PDF
Registered Retirement Savings Plan (RRSP)*	Declaration of Trust	English | French
Registered Retirement Income Fund (RRIF)*	Declaration of Trust	English | French
Group Retirement Savings Plan (RSP)	Declaration of Trust	English | French
Tax-Free Savings Account (TFSA)	Declaration of Trust	English | French
Registered Education Savings Plan (RESP) – Individual	Terms and Conditions	English | French (Coming soon!)
Registered Education Savings Plan (RESP) – Family	Terms and Conditions	English | French (Coming soon!)
*If you hold Locked-In account(s), please retrieve your applicable Addenda from the chart below.

For self-directed accounts held with
Assante Financial Management Ltd.

Plan Type	Document	PDF
Registered Retirement Savings Plan (RRSP)*	Declaration of Trust	English | French
Registered Retirement Income Fund (RRIF)*	Declaration of Trust	English | French
Group Retirement Savings Plan (RSP)	Declaration of Trust	English | French
Tax-Free Savings Account (TFSA)	Declaration of Trust	English | French
Registered Education Savings Plan (RESP) – Individual	Terms and Conditions	English | French (Coming soon!)
Registered Education Savings Plan (RESP) – Family	Terms and Conditions	English | French (Coming soon!)
*If you hold Locked-In account(s), please retrieve your applicable Addenda from the chart below.

Note: To determine if your accounts are held with Assante Capital Management Ltd. or Assante Financial Management Ltd., please refer to the ‘Your Advisor' section on the first page of your statement.

Locked-In Addenda

Jurisdiction	Savings Plans	Income Plans
Alberta	Locked-In Retirement Account (LIRA) English	Life Income Fund (LIF) English
British Columbia	Locked-In Retirement Account (LIRA) English	Life Income Fund (LIF) English
Federal	Locked-In Registered Retirement Savings Plan (LRRSP) English | French Restricted Locked-In Savings Plan (RLSP) English | French	Life Income Fund (LIF) English | French Restricted Life Income Fund (RLIF) English | French
Manitoba	Locked-In Retirement Account (LIRA) English	Life Income Fund (LIF) English Prescribed Registered Retirement Income Fund (PRIF) English
New Brunswick	Locked-In Retirement Account (LIRA) English | French	Life Income Fund (LIF) English | French
Newfoundland	Locked-In Retirement Account (LIRA) English	Life Income Fund (LIF) English Locked-In Retirement Income Fund (LRIF) English
Nova Scotia	Locked-In Retirement Account (LIRA) English | French	Life Income Fund (LIF) English | French
Ontario	Locked-In Retirement Account (LIRA) English | French	Life Income Fund (LIF) English | French
Quebec	Locked-In Retirement Account (LIRA) English | French	Life Income Fund (LIF) English | French
Saskatchewan	Locked-In Retirement Account (LIRA) English | French	Registered Retirement Income Fund (RRIF) English | French

Need assistance? Please contact our Assante Service Centre at 1-800-268-3200 or e-mail [email protected]. Our representatives are available to assist you between 8 a.m. and 6 p.m. ET, Monday to Friday.