Information Sheet for Investments

Would you like to add a successor annuitant?*

YesNo
Name*

First NameLast Name
SIN Number:*
Date of Birth*

MonthDayYear
Date
Gender*

MaleFemale
Relationship to Annuitant*

SpouseCommon-Law Partner
Politically Exposed Person (PEP)/ Heads of International Organizations (HIO): Please indicate if you, a member of your family (your spouse or common-law partner, your child, your mother or father, the mother or father of your spouse or common-law partner, or a child of your mother or father), or a close associate is a head of state or government; a member of the executive council of government or member of a legislature;a deputy minister (or equivalent); an ambassador or an ambassador’s attache or counsellor; a military general (or higher rank); a president of a state-owned company or bank; ahead of a government agency; a judge; a leader or president of a political party in a legislature; the head of an international organization established by the government of states; or the head of an institution established by an international organization.*

YesNo
Funds Chosen and Percentage:*
Any Other Comments (Meeting Notes):*
Should be Empty: