Investment-retirement
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Investment-retirement - Forms
Administration
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Beneficiary change
(PDF [143.17 KB]) -
Policy owner change
(PDF [174.74 KB]) -
Claimants Statement Death Claim
(PDF [146.13 KB]) -
Request for Financial Advisor Replacement
(PDF [153.04 KB]) -
Cash Value Request
(PDF [93.37 KB]) -
Fund transfer request / Additional lump sum deposit / Change of investment instructions (Dynamic PDF)
(PDF [348.41 KB]) -
Agreement on interest rate guarantee
(PDF [368.71 KB]) -
Resolution of the Board of Directors - Certified Copy
(PDF [253.15 KB])
GIC-type products
GIC-type products
Segregated Funds and Registered Investment Accounts
Marketing Materials
Other documentation
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Canadian Market Index Uniflex (summary)
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Canadian Market Index Uniflex (shares Breakdown)
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US Market Index Uniflex+ (summary)
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US Market Index Uniflex+ (shares Breakdown)
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Financial statement 2020-06-30 (french)
(PDF [826.49 KB]) -
Financial statement 2019-12-31 (french)
(PDF [1.16 MB]) -
Financial statement 2019-06-30 (french)
(PDF [1.34 MB]) -
Financial statement 2018-12-31 (french)
(PDF [752.75 KB]) -
Financial statement 2018-06-30 (french)
(PDF [487.14 KB]) -
Financial statement 2017-12-31 (french)
(PDF [729.37 KB]) -
Financial statement 2017-06-30 (french)
(PDF [450.41 KB]) -
Power of attorney
(PDF [149.95 KB])