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ABC COMPANY
JENNIFER SMITH

388 ALBERT, TORONTO, ONTARIO, CANADA, H3G 1G3
RS100037/001
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Click on a market-related investment name to view its quarterly fund review
 For demo purposes, the results shown reflect sample data.
 
asset rebalancing » request
 
REGISTERED RETIREMENT SAVINGS PLAN
By clicking the Rebalance my assets button below you can rebalance your current assets (Current Asset Mix) to ensure that they are aligned with your investment instructions(Target Investment Mix). Asset rebalancing is performed on an account-by-account basis. Please ensure you have carefully read about asset rebalancing prior to submitting your request.

Important: Please note that asset rebalancing is subject to the Policy and procedure with respect to excessive trading.

If you wish to change your current investment instruction prior to rebalancing your assets for this account, go to investment instructions - SAR under the Manage your plans section or click here.

 

Employee Contributions
InvestmentsBalance $Asset Mix %Target Investment Mix %
 +  SL of Canada - 2 Year CIA5,193.4518.0820.00
 +  10 - Diversified Manager C11,208.2639.0212.00
 +  19 - Bond Manager B2,441.388.5030.00
 +  17 - Canadian Equity Manager A5,974.9020.8013.00
 +  49 - US Equity Manager C2,650.459,2312.00
 +  25 - International Equity Manager B1,254.904.3713.00
Total:$ 28,723.34100%100%


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