PenderFund

Forms

New Account Application Forms, for advisors to use with clients.

Client Name PAC/SWP Form Download
Restricted Locked-In Savings Plan (RLSP) Download
Retirement Savings Plan & Spousal Retirement Savings Plan (RSP & SRSP) Download
Life Income Fund (LIF) Download
Locked-In Retirement Account & Locked-In RSP (LIRA & LRSP) Download
Restricted Life Income Fund (RLIF) Download
Tax Free Savings Account (TFSA) Download
Pender New Account Opening (Individual) Download
Pender New Account Opening (Entity) Download
Pender Trade Form (Individual) Download
Pender Trade Form (Entity) Download
Pender Relationship Disclosure (Individual) Download
Pender Relationship Disclosure (Entity) Download
Pender Transfer Authorization Form (Non-registered) Download
Pender Transfer Authorization Form (Registered) Download
Retirement Income Fund, Spousal Retirement Income Fund, Locked-In Retirement Income Fund (RIF, SRIF & LRIF) Download
Pender Select Ideas Fund – Subscription Agreement Download