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Inancial Investment Services (Canada) Inc. Advisors only Only to be used in conjunction with the Sun Life Financial Electronic Application CI FUNDS CI CORPORATE CLASS HARBOUR FUNDS SIGNATURE FUNDS PORTFOLIO SERIES SYNERGY FUNDS managed by CI Investments Inc. distributed by Sun Life Financial Investment Services (Canada) Inc. SLF CI TFSA 10-11 E :CLARIC CON App 12/05 ENG 18/10/11 12:08 PM Page 4 CI INVESTMENTS INC. TAX-FREE SAVINGS ACCOUNT SIGNATURE FORM FOR ELECTRONIC APPLICATIO.

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To open a TFSA , you must do both of the following: Contact your financial institution, credit union, or insurance company (issuer). Provide the issuer with your SIN and date of birth so the issuer can register your qualifying arrangement as a TFSA . Your issuer could ask for supporting documents.

Any individual that is a resident of Canada who has a valid SIN and who is 18 years of age or older is eligible to open a TFSA .

Once you've decided to go the self-directed route, you can open an account one of two ways: Through an online discount brokerage, such as a bank (e.g. TD Waterhouse), or. Through an independent brokerage (e.g. Questrade).

To open a TD Canada Trust TFSA, simply visit any TD Canada Trust branch, call 1-866-222-3456 or apply online now.

You can open a TFSA online or by reaching out to a Scotiabank advisor. If you need assistance, you can call the number below. Check out here to find out what documents you will need to open your self-directed TFSA.

A tax-free savings accounts USA (TFSAs) is the best way for individuals to save towards their financial goals. The capital gains and investment income earned from TFSAs are usually free from tax. As a result, it gets easier to save money for short-term and long-term goals.

Apply online It's easy to open a cash, margin, RSP, or TFSA account.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232