Welcome to the ScotiaMcLeod Resource Centre. Here you will find additional information and forms relating to our accounts and plans.

1. Account Documentation
   • Account open form (individuals) [PDF: 155 kb]
   • Account open form (legal entity) [PDF: 123 kb]
   • Registered plan application [PDF: 41 kb]
   • Tax Free Savings Account (TFSA) application [PDF: 29 kb]
   • Guide to Statements [PDF: 611 kb]
   • Administration and Service Fees [PDF: 41 kb]
   • Pre-Authorized Contribution Brochure [PDF: 78 kb]
   • Pre-Authorized Contribution Form (Mutual Funds) [PDF: 26 kb]
   • Pre-authorized contribution form (TFSA / Group TFSA) [PDF: 97 kb]
   • RSP/RIF Transfer Authorization Form [PDF: 63 kb]
   • Transfer authorization form for non-registered investments [PDF: 49 kb]
   • Systematic Withdrawal Plan (Mutual Funds) [PDF: 80 kb]
   • Terms and Conditions
     
2. Declaration of Trust Documentation
   
3. Scotia Online
4. Glossary of Investment Terms
5. Practical Perspectives on Financial Planning Handbooks