Manulife Financial Internet Demo - Create A CAP - Step 3

ABC Company	Policy number: 22222222
Registered Retirement Savings Plan

Setting Up a CAP

Guideline - Selecting investment options

The CAP plan sponsor is responsible for selecting the investment options made available in the plan. The sponsor must ensure a range of investments are offered. These investments must meet legislative requirements and support the plan's purpose.

What items did you consider when selecting your plan's investments?
(Check all that apply)

The purpose of the CAP	Level of risk associated with the investment options
Number of investments to be made available	Degree of diversification among investment options
Fees associated with the investments	Liquidity of the investment options
Your ability to periodically review your plan's investments	Diversity and demographics (i.e. age, financial knowledge) of your plan members

Include any other criteria you used to select other service providers that you use for your CAP.