Welcome to the ScotiaMcLeod Resource Centre. Here you will find additional information and forms relating to our accounts and plans.
Account Documentation (14 documents)
- Account open form (individuals)
Latest Issue | PDF: 130 kb
Download
- Account open form (legal entity)
Latest Issue | PDF: 332 kb
Download
- Scotia Self-Directed Registered Plan Application
Latest Issue | PDF: 68 kb
Download
- Tax Free Savings Account (TFSA) application
Latest Issue | PDF: 29 kb
Download
- Registered Education Savings Plans (RESPs) - Individual Plan
Latest Issue | PDF: 32 kb
Download
- Registered Education Savings Plans (RESPs) - Family Plan
Latest Issue | PDF: 32 kb
Download
- Guide to Statements
Latest Issue | PDF: 611 kb
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- Administration and Service Fees
Latest Issue | PDF: 56 kb
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- Statement of Policies
Latest Issue | PDF: 89 kb
Download
- Pre-Authorized Contribution Brochure
Latest Issue | PDF: 78 kb
Download
- Pre-Authorized Contribution Form (Mutual Funds)
Latest Issue | PDF: 67 kb
Download
- Pre-authorized contribution form (TFSA / Group TFSA)
Latest Issue | PDF: 79 kb
Download
- Transfer Authorization form for Registered Investments
Latest Issue | PDF: 94 kb
Download
- Transfer authorization form for non-registered investments
Latest Issue | PDF: 96 kb
Download
- Systematic Withdrawal Plan (Mutual Funds)
Latest Issue | PDF: 49 kb
Download
- 2012 Tax Slip Mailing Dates
Latest Issue | PDF: 46 kb
Download
- 2012 Scotia Capital Tax Reporting Guide
Latest Issue | PDF: 121 kb
Download
Terms and Conditions
