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ABC Company Policy number: 22222222
Registered Retirement Savings Plan

Maintaining a CAP

Guideline - Reviewing service providers

The CAP sponsor should establish criteria for the periodic review of service providers and use these criteria to review the service providers it engages.

Do you have established criteria for reviewing your service provider(s)?

If yes, you can record your criteria for reviewing your service provider(s) below.
If no, you can use the sample service provider checklist provided to help you get started. (Service provider checklist)

How often do you evaluate your service provider(s)?


Action taken after last review



Last review date Reviewed By 


    

 
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