Company Name |
Form Name |
Revision |
|
B2B BANK DEALER SERVICES |
Client Information Change Form |
12-24 |
B2B BANK DEALER SERVICES |
Deregistration-Withdrawal Request |
12-24 |
B2B BANK DEALER SERVICES |
Guaranteed Investment Purchase Form |
12-24 |
B2B BANK DEALER SERVICES |
Internal Transfer Form |
12-24 |
B2B BANK DEALER SERVICES |
Mutual Fund Trade Ticket |
12-24 |
B2B BANK DEALER SERVICES |
Segregated Fund Trade Ticket |
12-24 |
B2B BANK DEALER SERVICES |
Systematic Instruction Form |
12-24 |
B2B BANK DEALER SERVICES |
Transfer Authorization for Non-Registered Investments |
12-24 |
B2B BANK DEALER SERVICES |
Transfer Authorization for Registered Investments |
12-24 |
B2B BANK FINANCIAL SERVICES |
B2BBFSI Investment Account Application |
12-24 |
B2B BANK FINANCIAL SERVICES |
B2BBFSI Retirement Plan Application |
12-24 |
B2B BANK FINANCIAL SERVICES |
B2BBFSI Tandem Account Application |
12-24 |
B2B BANK FINANCIAL SERVICES |
B2BBFSI TAX-FREE SAVINGS ACCOUNT APPLICATION |
12-24 |
B2B BANK FINANCIAL SERVICES |
KNOW YOUR CLIENT (KYC) CHANGE FORM |
12-24 |
B2B BANK INTERMEDIARY SERVICES |
Investment Account Application |
12-24 |
B2B BANK INTERMEDIARY SERVICES |
KNOW YOUR CLIENT (KYC) CHANGE FORM |
12-24 |
B2B BANK INTERMEDIARY SERVICES |
Tandem Account Application |
12-24 |
B2B BANK INTERMEDIARY SERVICES |
Tax-Free Savings Account Application |
12-24 |
B2B BANK SECURITIES SERVICES |
Investment Account Application |
12-24 |
B2B BANK SECURITIES SERVICES |
KNOW YOUR CLIENT (KYC) CHANGE FORM |
12-24 |
B2B BANK SECURITIES SERVICES |
Retirement Plan Application |
12-24 |
B2B BANK SECURITIES SERVICES |
TAX-FREE SAVINGS ACCOUNT APPLICATION |
12-24 |
B2B BANQUE SERVICES AUX INTERMEDIAIRES |
Demande d ouverture d un compte d epargne libre d impot B2BBSII |
12-24 |
B2B BANQUE SERVICES AUX INTERMEDIAIRES |
Demande d ouverture de compte Tandem B2BBSII |
12-24 |
B2B BANQUE SERVICES AUX INTERMEDIAIRES |
Demande d'ouverture d'un compte d'investissement B2BBSII |
12-24 |
B2B BANQUE SERVICES AUX INTERMEDIAIRES |
Formulaire de Changement Connaissez Votre Client (CVC) |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Autorisation de transfert de placement enregistres |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Autorisation de transfert de placement non-enregistres |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Demande de desenregistrement-retrait |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Demande de Modification Par Le Client |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Fiche D Ordre Pour Fonds Communs |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Fiche d ordre pour fonds distincts |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Formulaire de transfert interne |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Formulaire d'Instructions Systematiques |
12-24 |
B2B BANQUE SERVICES DE COURTIERS |
Formularie d'achat de placement garanti |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Demande d ouverture d un compte d epargne libre d impot B2BBSVMI |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Demande d Ouverture de Compte RER-FRR-FRV |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Demande d'ouverture d'un compte d'investissement B2BBSVMI |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Fiche D Ordre pour Actions |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Fiche D Ordre Pour Titres a Revenu Fixe |
12-24 |
B2B BANQUE SERVICES DE VALEURS MOBILIERES |
Formulaire de Changement Connaissez Votre Client (CVC) |
12-24 |
B2B BANQUE SERVICES FINANCIERS |
Demande d ouverture d un compte d epargne libre d impot |
12-24 |
B2B BANQUE SERVICES FINANCIERS |
Demande d Ouverture de Compte RER-FRR-FRV |
12-24 |
B2B BANQUE SERVICES FINANCIERS |
Demande d ouverture de compte Tandem |
12-24 |
B2B BANQUE SERVICES FINANCIERS |
Demande d'ouverture d'un compte d'investissement B2BBSFI |
12-24 |
B2B BANQUE SERVICES FINANCIERS |
Formulaire de Changement Connaissez Votre Client (CVC) |
12-24 |
B2B_BANK |
Annexe_A_-_Demande_de_CPG_Non_Enregistre |
07-14 |
B2B_BANK |
Annexe_pour_divulgation_aux_emprunteurs_conjoints |
07-12 |
B2B_BANK |
Appendix_Disclosure_to_Joint_Borrowers |
07-12 |
B2B_BANK |
Autorisation_relative_au_compte_CPG_Entite |
03-18 |
B2B_BANK |
B2B_BANK_Select_Letter_of_Privilege |
11-13 |
B2B_BANK |
Bordereaux_de_depot_direct_-_Bon_de_commande |
11-13 |
B2B_BANK |
Business_High_Interest_Savings_Account_Application |
06-17 |
B2B_BANK |
Business_HISA_Account_Information |
06-17 |
B2B_BANK |
Business_HISA_Banking_Resolution |
07-12 |
B2B_BANK |
Business_HISA_Telephone_and_Internet |
11-13 |
B2B_BANK |
CEIE_Affaires_Service_telebancaire_et_service_Internet |
11-13 |
B2B_BANK |
CEIE_Demande_de_bordereaux_de_depot_direct |
11-13 |
B2B_BANK |
Client_Consent_Form |
11-13 |
B2B_BANK |
Dealer_Transaction_Report_Request |
07-12 |
B2B_BANK |
Delegation_de_pouvoirs_Societe,_Association,_Co-entreprise |
07-12 |
B2B_BANK |
Delegation_of_Powers_For_Partnership,_Association,_Joint_venture |
07-12 |
B2B_BANK |
Demande_d_ouverture_d_un_Compte_d_epargne_a_interet_eleve_(CEIE) |
08-18 |
B2B_BANK |
Demande_d_ouverture_d_un_Compte_d_epargne_a_interet_eleve_(CEIE)_Affaires |
06-17 |
B2B_BANK |
Demande_d_ouverture_de_compte_RER_ou_FRR |
08-20 |
B2B_BANK |
Demande_de_CPG_non-enregistre_-_B2B_BANK,_Banque_Laurentienne_du_Canada,_BLC_Trust_et_Trust_La_Laurentienne_du_Canada |
11-21 |
B2B_BANK |
Demande_de_marge_de_credit_non_garantie |
06-17 |
B2B_BANK |
Demande_de_modification_des_debits_preautorises |
03-18 |
B2B_BANK |
Demande_de_Pret_Investissement |
08-20 |
B2B_BANK |
DEMANDE_DE_PRET_REER |
08-20 |
B2B_BANK |
Demande_de_rapport_d_operations_du_courtier |
07-12 |
B2B_BANK |
Deposit_Slip_Order_Form |
11-13 |
B2B_BANK |
Distribution_Alliance_Program_Letter_of_Privilege |
11-13 |
B2B_BANK |
Entity_GIC_Account_Authorization |
03-18 |
B2B_BANK |
Formulaire_d_approbation_du_client |
11-13 |
B2B_BANK |
FORMULAIRE_D_AUTORISATION_DE_TRANSFERT_(TORONTO) |
11-13 |
B2B_BANK |
High_Interest_Savings_Account_Application |
08-18 |
B2B_BANK |
HISA_Direct_Deposit_Request |
11-13 |
B2B_BANK |
Hypotheque_mobiliere_sur_des_valeurs_mobilieres_(au_Quebec_seulement) |
05-22 |
B2B_BANK |
Hypotheque_mobiliere_sur_une_police_d_assurance_(au_Quebec_seulement) |
05-22 |
B2B_BANK |
Instructions_de_rachat_et_d_achat,_Prets_investissement_(remplacement_du_formulaire,_Modifications_financieres_a_un_compte) |
11-17 |
B2B_BANK |
Instructions_de_switch_(remplacement_du_formulaire,_Modifications_financieres_a_un_compte) |
11-17 |
B2B_BANK |
Investment_Loan_Application |
07-22 |
B2B_BANK |
LETTER_OF_DIRECTION |
08-16 |
B2B_BANK |
LETTRE_DE_DIRECTION |
08-16 |
B2B_BANK |
Lettre_de_mise_en_gage |
11-13 |
B2B_BANK |
Lettre_de_privilege_-_Pret_a_taux_fixe_(Non_disponible_pour_les_residents_du_Quebec) |
07-12 |
B2B_BANK |
Lettre_de_privilege_-_renouvellement_d_un_pret_a_taux_fixe_(Non_disponible_pour_les_residents_du_Quebec) |
07-12 |
B2B_BANK |
Lettre_de_privilege_B2B_BANK_Select |
11-13 |
B2B_BANK |
Lettre_de_privilege_programmes_d_alliances_de_distribution |
11-13 |
B2B_BANK |
MODIFICATIONS_NON_FINANCIERES_A_UN_COMPTE |
01-19 |
B2B_BANK |
Movable_Hypothec_on_an_Insurance_Policy_(Quebec_only) |
05-22 |
B2B_BANK |
Movable_Hypothec_on_Investment_Securities_(Quebec_only) |
05-22 |
B2B_BANK |
NON-FINANCIAL_ACCOUNT_CHANGES |
01-19 |
B2B_BANK |
Non-Registered_GIC_Application_-_B2B_BANK,_Laurentian_Bank_of_Canada,_LBC_Trust_and_Laurentian_Trust_of_Canada |
06-22 |
B2B_BANK |
Pledge_Letter |
11-13 |
B2B_BANK |
Pre-authorized_Debit_Agreement |
03-18 |
B2B_BANK |
Redemption_and_Purchase_Instructions,_Investment_Loans_(Replacing_Financial_Account_Changes_form) |
11-17 |
B2B_BANK |
Renew_or_Purchase_Additional_Investment_Term_Deposit_Form |
11-13 |
B2B_BANK |
Renouvellement_ou_Achat_de_placement_additionnel_Formulaire_de_depot_a_terme |
11-13 |
B2B_BANK |
Renseignements_sur_l_entreprise_CEIE_Affaires |
07-14 |
B2B_BANK |
Resolution_bancaire_personne_morale |
07-12 |
B2B_BANK |
RRSP_LOAN_APPLICATION |
07-22 |
B2B_BANK |
RSP_or_RIF_Account_Application |
02-23 |
B2B_BANK |
Schedule_A_-_Non-Registered_GIC_Application |
06-17 |
B2B_BANK |
Switch_Instructions_(Replacing_Financial_Account_Changes_form) |
11-17 |
B2B_BANK |
TRANSFER_AUTHORIZATION_(TORONTO) |
11-13 |
B2B_BANK |
Unsecured_Line_Of_Credit_Application |
06-17 |
BULLION MANAGEMENT SERVICES INC |
INVESTMENT APPLICATION |
NA |
BULLION MANAGEMENT SERVICES INC |
TFSA APPLICATION |
04-11 |
BULLION MANAGEMENT SERVICES INC |
TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS |
04-11 |
COUNSEL PORTFOLIO SERVICES |
AMENDMENT TO THE COUNSEL ADR CLIENT AGREEMENT FORM |
05-21 |
COUNSEL PORTFOLIO SERVICES |
AUTORISATION DE TRANSFERT POUR PLACEMENTS ENREGISTRES (T2033) |
08-24 |
COUNSEL PORTFOLIO SERVICES |
COUNSEL ADR CLIENT AGREEMENT FORM |
10-23 |
COUNSEL PORTFOLIO SERVICES |
DEALER SERVICE FEE AGREEMENT |
10-23 |
COUNSEL PORTFOLIO SERVICES |
EDUCATION SAVINGS PLAN APPLICATION - FAMILY PLAN |
05-24 |
COUNSEL PORTFOLIO SERVICES |
EDUCATION SAVINGS PLAN APPLICATION - INDIVIDUAL PLAN |
05-24 |
COUNSEL PORTFOLIO SERVICES |
INVESTMENT APPLICATION |
12-23 |
COUNSEL PORTFOLIO SERVICES |
MATURE UNIT SWITCH FORM |
02-16 |
COUNSEL PORTFOLIO SERVICES |
TRANSFER AUTHORIZATION (T2033) |
08-24 |
CRA(REVENUE CANADA) |
APPLICATION FOR CANADA DISABILITY SAVINGS GRAND AND-OR CANADA DISABILITY SAVINGS BOND (ESDC EMP 5608) |
01-15 |
CRA(REVENUE CANADA) |
ATTESTATION OF TOTAL AMOUNT HELD IN FEDERALLY REGULATED LOCKED-IN PLANS |
NA |
CRA(REVENUE CANADA) |
ATTESTATION REGARDING SPOUSECOMMON-LAW PARTNER |
NA |
CRA(REVENUE CANADA) |
ATTESTATION REGARDING WITHDRAWAL BASED ON FINANCIAL HARDSHIP |
NA |
CRA(REVENUE CANADA) |
DECLARTION DU SOUSCRIPTEUR - RETRAIT D UN EXCEDENT DE COTISATION NE DEPASSANT PAS 4 000 $ (HRSDC SDE0074) |
05-21 |
CRA(REVENUE CANADA) |
EDSC SDE 0100-A - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE A - DEMANDE DE SOUSCRIPTEUR |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE 0100-ANNEXE 1 - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE)-ANNEXE 1 - BENEFICIAIRES SUPPLEMENTAIRES |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE 0100-B - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE B - PROMOTEUR CESSIONNAIRE |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE 0100-C - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE C - PROMOTEUR CEDANT |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE0093 - ANNEXE A - BENEFICIAIRES SUPPLEMENTAIRES |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE0093 - ANNEXE B - RESPONSABLE ET-OU PARENT AYANT LA GARDE OU TUTEUR LEGAL |
05-23 |
CRA(REVENUE CANADA) |
EDSC SDE0093 - ANNEXE C - DEMANDE SUBVENTION POUR L EPARGNE ETUDES AVANTAGE SASKATCHEWAN |
09-21 |
CRA(REVENUE CANADA) |
EDSC SDE0093 - DEMANDE - SCEE DE BASE ET SUPPLEMENTAIRE ET BEC |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE 0100-A - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART A - SUBSCRIBER REQUEST |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE 0100-ANNEX 1 - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - ANNEX 1 - ADDITIONAL BENEFICIARIES |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE 0100-B - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART B - RECEIVING PROMOTOR |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE 0100-C - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART C - REQLINQUISHING PROMOTOR |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE0093 - APPLICATION - BASIC AND ADDITIONAL CESG AND CLB |
05-23 |
CRA(REVENUE CANADA) |
ESDC SDE0093-A - ANNEX A - ADDITIONAL BENEFICIARES - BASIC AND ADDITIONAL CESG AND CLB |
05-23 |
CRA(REVENUE CANADA) |
NAS2120 DEMANDE DE CARTE DE NAS |
10-21 |
CRA(REVENUE CANADA) |
NAS2120 SIN APPLICATION FORM |
10-21 |
CRA(REVENUE CANADA) |
NRTA1 AUTORISATION D EXONERATION D IMPOT DE NON-RESIDENTS |
2001 |
CRA(REVENUE CANADA) |
NRTA1-AUTHORIZATION FOR NON-RESIDENT TAX EXEMPTION |
2001 |
CRA(REVENUE CANADA) |
RC96 LIFELONG LEARNING PLAN |
2022 |
CRA(REVENUE CANADA) |
RC96 REGIME ENCOURAGEMENT EDUCATION PERMANENTE (REEP) DEMANDE RETIRER FONDS REER |
2022 |
CRA(REVENUE CANADA) |
REGISTERED DISABILITY SAVINGS PLAN (RDSP) TRANSFER (EMP5499) |
09-11 |
CRA(REVENUE CANADA) |
SUBSCRIBER STATEMENT FOR AN RESP OVER-CONTRIBUTIONWITHDRAWAL OF $4,000 OR LESS (HRSDC SDE0074) |
05-21 |
CRA(REVENUE CANADA) |
T1006 DESIGNATING RRSP WITHDRAWAL |
2022 |
CRA(REVENUE CANADA) |
T1006 DESIGNATION DE UN RETRAIT D UN REER COMME UN RETRAIT ADMISSIBLE |
2022 |
CRA(REVENUE CANADA) |
T1036 HOME BUYERS PLAN (HBP) - REQUEST TO WITHDRAW FUNDS FROM AN RRSP |
2024 |
CRA(REVENUE CANADA) |
T1036 REGIME DACCESSION A LA PROPRIETE |
2024 |
CRA(REVENUE CANADA) |
T1213 DEMANDE DE REDUIRE DES RETENUES D IMPOT A LA SOURCE POUR L ANNEE(S) |
2018 |
CRA(REVENUE CANADA) |
T1213 REQUEST TO REDUCE TAX DEDUCTIONS AT SOURCE |
2018 |
CRA(REVENUE CANADA) |
T183 DECLARATION DE RENSEIGNEMENTS POUR LA TRANSMISSION ELECTRONIQUE |
2022 |
CRA(REVENUE CANADA) |
T183 INFORMATION RETURN ELECTRONIC FILING INDIVIDUALS INCOME TAX BENEFIT RETURN |
2022 |
CRA(REVENUE CANADA) |
T2030 TRANSFERT DIRECT SELON LE SOUS-ALINEA 601)(v) |
2023 |
CRA(REVENUE CANADA) |
T2030-DIRECT TRANSFER UNDER SUBPARAGRAPH 60(I)(V) |
2023 |
CRA(REVENUE CANADA) |
T2033 TRANSFERT DIRECT SELON L ALINEA 146(16)A) OU 146.3(2)E) |
2022 |
CRA(REVENUE CANADA) |
T2033-DIRECT TRANSFER UNDER PARAGRAPH 146(16)(a) OR 146.3(2)(e) |
2022 |
CRA(REVENUE CANADA) |
T2151 DIRECT TRANSFER OF A SINGLE AMOUNT UNDER SUBSECTION 147(19) OR SECTION 147 3 |
2023 |
CRA(REVENUE CANADA) |
T2151 TRANSFERT DIRECT MONTANT UNIQUE SELON PARAGRAHPE 147(19) OU ARTICLE 147 3 |
2023 |
CRA(REVENUE CANADA) |
T2217 APPLICATION FOR REGISTRATION AS A REGISTERED INVESTMENT |
2016 |
CRA(REVENUE CANADA) |
T2217 DEMANDE D ENREGISTREMENT A TITRE DEPLACEMENT ENREGISTRE |
2016 |
CRA(REVENUE CANADA) |
T2220 TRANSFER FROM RRSP OR RRIF TO ANOTHER RRSP OR RRIF ON MARRIAGE BREAKDOWN |
2023 |
CRA(REVENUE CANADA) |
T2220 TRANSFER PROVENANT DUN REER OU DUN FERR DANS UN AUTRE REER APRES RUPTURE MARIAGE |
2023 |
CRA(REVENUE CANADA) |
T3012A RENONCIATION A LIMPOT RETENU SUR LE REMBOURSEMENT DE VOS |
2023 |
CRA(REVENUE CANADA) |
T3012A TAX DEDUCTION WAIVER ON THE REFUND OF YOUR UNDEDUCTED RRSP CONTRIBUTIONS |
2023 |
CRA(REVENUE CANADA) |
T4RIF STATEMENT OF A RRIF INCOME (BILINGUAL) |
2021 |
CRA(REVENUE CANADA) |
T4RIF SUMMARY (BILINGUAL) |
2021 |
CRA(REVENUE CANADA) |
T4RSP STATEMENT OF RRSP INCOME |
2021 |
CRA(REVENUE CANADA) |
T4RSP SUMMARY (BILINGUAL) |
2021 |
CRA(REVENUE CANADA) |
T5008 STATEMENT OF SECURITIES TRANSACTIONS (BILINGUAL) |
2017 |
CRA(REVENUE CANADA) |
T550 APPLICATION FOR REGISTRATION (RSP ESP RIF) |
2016 |
CRA(REVENUE CANADA) |
T550 DEMANDE D ENREGISTREMENT CONCERNANT (RER REE FRR) |
2016 |
CRA(REVENUE CANADA) |
TD1 2019 PERSONAL TAX CREDITS RETURN |
2019 |
CRA(REVENUE CANADA) |
TD1 DECLARATION DES CREDITS D IMPORT PERSONNELS POUR 2019 |
2019 |
CRA(REVENUE CANADA) |
TD3 CHOIX DES PECHERS CONCERNANT LA RETENUE D IMPOT A LA SOURCE |
2018 |
CRA(REVENUE CANADA) |
TD3 FISHERS ELECTION TO HAVE TAX DEDUCTED AT SOURCE |
2018 |
GOVERNMENT OF ALBERTA |
ALBERTA CENTENNIAL EDUCATION SAVINGS GRANT |
04-14 |
GOVERNMENT OF ALBERTA |
ALBERTA DEMANDE DE SUBVENTION DU REGIME |
08-07 |
REVENU QUEBEC |
GENERAL INFORMATION CONCERNING THE QST AND THE GSTHST (IN-203) |
05-04 |
REVENU QUEBEC |
GUIDE FOR EMPLOYERS - SOURCE DEDUCTIONS AND CONTRIBUTIONS 2008 (TP-1015.G) |
01-08 |
REVENU QUEBEC |
INCOME TAX RETURN 2007 (TP-1.D) |
12-07 |