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ABC COMPANY
JENNIFER SMITH
388 ALBERT, TORONTO, ONTARIO, CANADA, H3G 1G3
RS100037/001
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Investment category
Click on a market-related investment name to view its quarterly fund review
For demo purposes, the results shown reflect sample data.
inter-fund transfer
»
request
REGISTERED RETIREMENT SAVINGS PLAN
In order to ensure that your current asset mix is in line with your investment instructions (target mix), you may transfer assets from your current fund(s) to other fund(s) available under your plan by submitting a completed request below. Inter-Fund Transfers are done on an account-by-account basis.
For more information on investment performance, consult the
rates and closing values
section.
NOTE: If you simply want to ensure that your current asset mix is in line with your investment instructions (target mix), you may rebalance your current assets based on your target investment mix. You can perform this operation by accessing the
asset rebalancing
page.
Important:
Please note that Inter-fund transfers are subject to the
Policy and procedure with respect to excessive trading.
.
Please note that requests submitted after 4:00 PM, Eastern Time, will be processed on the following business day.
EMPLOYEE CONTRIBUTIONS
Transfer from
See
Instructions
and
Example
Investments
Maximum $
Transfer Amount $
(cannot exceed Maximum)
%
SL of Canada - 2 Year CIA
5,193.45
10 - Diversified Manager C
11,208.26
19 - Bond Manager B
2,441.38
17 - Canadian Equity Manager A
5,974.90
49 - US Equity Manager C
2,650.45
25 - International Equity Manager B
1,254.90
Transfer to
See
Instructions
and
Example
Investments
%
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
---------- select an investment ----------
************ GUARANTEED ************
SL of Canada - Daily Interest
SL of Canada - 1 Year CIA
SL of Canada - 2 Year CIA
SL of Canada - 3 Year CIA
SL of Canada - 4 Year CIA
SL of Canada - 5 Year CIA
******* BALANCED/DIVERSIFIED *******
34 - Balanced Manager A
63 - Balanced Manager B
10 - Diversified Manager C
*********** FIXED INCOME ***********
12 - Bond Manager A
19 - Bond Manager B
22 - Money Market Manager C
************** EQUITY **************
17 - Canadian Equity Manager A
32 - Canadian Equity Manager B
62 - Canadian Equity Manager C
61 - Canadian Equity Manager D
20 - US Equity Manager A
15 - US Equity Manager B
49 - US Equity Manager C
21 - International Equity Manager A
25 - International Equity Manager B
33 - Global Equity Manager C
56 - Global Equity Manager D
The total must equal 100%
Important before submitting your request
Please note you may incur a
market value adjustment
if you withdraw an amount from your guaranteed term fund prior to its maturity date. Transfers out of a guaranteed term fund are made on a first-in, first-out basis.
