Transcription of TFSA application form - Fidelity
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application FORMTax-free savings accountSUCCESSOR HOLDER AND/OR BENEFICIARY(IES) INFORMATION (optional)INVESTMENT SELECTION(cash purchase/in-kind transfer) Fund codes available at In the event of a discrepancy between the code and the name, we will treat the code as correct and process INVESTMENT PROFESSIONALfor all transactionsTYPE OF ACCOUNTNote: All payments out of the account will be made to the registered owner(s).HOLDER INFORMATION (all information is mandatory)Fund Code Fund Name Amount $ % Sales Charge % (ISC only) Wire Order Number TOTAL INVESTMENT AMOUNT $ New accountFidelity account no. Dealer Cross Reference no. Dealer company s name Dealer code Rep. codeInvestment professional s name Phone #You must be a Canadian resident and 18 years of age or older to contribute to a TFSA.
eDELIVERY An eDelivery notification will be sent to the email addresses provided in the “Account holder information” section of the application form.
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