|
| Legend |
Information by
account or investment
|
Transaction
history
|
Asset breakdown by
investment
category
| | |
|
| | For demo purposes, the results shown reflect sample data. |
| |
 |
plan summary |
|
|
| |
| Client: |
ABC COMPANY |
Client No.: |
RS100037 |
| Sub-Group: |
MANAGEMENT |
Sub-Group No.: |
001 |
| Member: |
JENNIFER SMITH |
|
| Certificate No.: |
000045 |
| |
|
|
| Values shown are based on the
latest available data. |
| |
| Please note all monetary
amounts are expressed in Canadian dollars. |
| |
| Plan |
Balance ($) |
![]() |
Account |
![]() |
Investment |
![]() |
History |
![]() |
Breakdown |
|
 REGISTERED RETIREMENT SAVINGS PLAN |
30,323.34 |
![]() |
|
![]() |
|
![]() |
|
![]() |
|
|
|
|
| REGISTERED PENSION PLAN FOR ABC COMPANY STAFF EMPLOYEES |
21,127.77 |
![]() |
|
![]() |
|
![]() |
|
![]() |
|
| Total: |
$
51,451.11 |
|
| |
