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Registered Retirement Savings Plan

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CAP Guidelines Centre

Developed by the Joint Forum of Financial Market Regulators, the Capital Accumulation Plan (CAP) Guidelines provide an outline of the roles and responsibilities for people involved in the operation of these plans. The guidelines also provide direction about information that should be provided to plan members to help them make investment decisions. To learn more about the Joint Forum of Financial Market Regulators, visit www.jointforum.ca.

Manulife's online CAP Guidelines Centre supports you by providing details about the Guidelines and helping you manage your plan in accordance with them.

Create/Update a CAP report for your plan	Follow the step-by-step process the first time through to develop a CAP report for your plan. We recommend you review your CAP report at least annually to ensure the information continues to apply to your plan.
View/Print your current CAP report	View/Print a copy of your most recent CAP report.
View/Print a historical CAP Report	View/Print a historical CAP report of with your previous responses.
Request an e-mail reminder	Set up automatic e-mail reminders to notify you of your next CAP review date.
Roles and responsibilities	Learn more about the roles and responsibilities of the people involved in managing a CAP.
Manulife CAP Guidelines brochure	An overview of the CAP Guidelines, explaining how Manulife can help your plan fulfill these guidelines.
Final CAP Guidelines	A copy of the final Guidelines published by the Joint Forum of Financial Market Regulators.