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ABC COMPANY
JENNIFER SMITH

388 ALBERT, TORONTO, ONTARIO, CANADA, H3G 1G3
RS100037/001
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Investment category

Future deposits breakdown by investment category
Click on a market-related investment name to view its quarterly fund review
    For demo purposes, the results shown reflect sample data.

investment instructions - SAR » summary
 
REGISTERED RETIREMENT SAVINGS PLAN

Prior to changing your investment instructions, you may wish to review your comfort level for risk using the Investor profile questionnaire:

 
ACCOUNTS OVER WHICH YOU HAVE DISCRETION
The current investment instructions indicate how your new deposits will be invested.
 
Investments Mix (%)
 +  19 - Bond Manager B 35.00
 +  26 – Canadian Equity Manager B 17.00
 +  48 – Canadian Dividend Manager C 18.00
 +  17 – Global Equity Manager C 15.00
 +  56 – Global Equity Manager D 15.00
  Total:  100%
Future deposits breakdown by
investment category

Your current investment instructions correspond to the AGGRESSIVE profile and an investment period of Between 15 and 20 years.

Your Avenue portfolio (for current holdings and future deposits) for this plan will be adjusted as your investment period shortens.

Your assets in this plan will be automatically rebalanced on a regular basis (SAR).
 
change investment instructions - SAR for all accounts in this plan
 
The list of accounts that these investment instructions apply to is as follows:
 
  Employee Contributions  change investment instructions for this account only - SAR
  Transfers-In - Locked-In  change investment instructions for this account only - SAR
 
 

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