Please find a collection of our forms and documents for your convenience. All forms are in Adobe Acrobat .PDF file format. To view an Acrobat file format (.PDF), you must have Acrobat Reader installed on your PC. It is a freely available program available from Adobe. Select the category of forms you would like to see: General Forms RSP / RIF / TFSA / Transfer Forms General Forms Package Contents Pages Link Know Your Client Form (KYC) – For Individuals We require this form to be completed by Individual Investors on an annual basis. 3 Click Here Know Your Client Form (KYC) – For Corporations & Trusts We require this form to be completed by Corporations and Trusts on an annual basis. 3 Click Here Consent to Electronic Delivery of Documents Form Consent to Electronic Delivery of Documents Form 1 Click Here Permitted Client Suitability Waiver Complete if you are a permitted client and are waiving your rights under section 13.3 of NI 31-103 2 Click Here Address Change Request Complete if you would like to notify us of an address change for your account(s) 1 Click Here RSP / RIF / TFSA / Transfer Forms Package Contents Pages Link ABC RIF Application Form ABC Funds Self-Directed Retirement Income Fund Application Form Beneficiary section included 8 Click Here ABC RSP Application Form ABC Funds Self-Directed Retirement Savings Plan Application Form Beneficiary section included 7 Click Here ABC Locked-In RSP Addendum (Ontario) ABC Funds Retirement Savings Plan Addendum Agreement for Locked-In Accounts 3 Click Here ABC Transfer Authorization for Registered Investments and TFSA’s ABC Transfer Authorization for Registered Investments and TFSA’s (RSP/RIF/TFSA) 1 Click Here ABC TFSA Application Form ABC Funds Tax Free Savings Account Application Form 7 Click Here ABC Non-Registered Account Transfer Form ABC Funds Non-Registered Account Transfer Form 1 Click Here