ContractBritish Columbia • January 12th, 2024
Jurisdiction FiledJanuary 12th, 2024The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of an Aviso Financial Education Savings Plan (the "Plan") between Aviso Financial, a corporation amalgamated under the laws of Canada (the "Promoter"), and the subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post- secondary education.
Worldsource Financial Management Inc.Ontario • September 9th, 2021
Jurisdiction FiledSeptember 9th, 2021The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Worldsource Financial Management Inc. Self-Directed Family Education Savings Plan (the "Plan") between Worldsource Financial Management Inc. (the "Promoter") and the Subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. The parties agree as follows:
Worldsource Financial Management Inc.Ontario • August 24th, 2021
Jurisdiction FiledAugust 24th, 2021The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Worldsource Financial Management Inc. Self-Directed Individual Education Savings Plan (the "Plan") between Worldsource Financial Management Inc. (the "Promoter") and the Subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. The parties agree as follows:
Worldsource Financial Management Inc.Ontario • November 3rd, 2020
Jurisdiction FiledNovember 3rd, 2020The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Worldsource Financial Management Inc. Self-Directed Individual Education Savings Plan (the "Plan") between Worldsource Financial Management Inc. (the "Promoter") and the Subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. The parties agree as follows:
Worldsource Financial Management Inc.Ontario • November 3rd, 2020
Jurisdiction FiledNovember 3rd, 2020The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Worldsource Financial Management Inc. Self-Directed Family Education Savings Plan (the "Plan") between Worldsource Financial Management Inc. (the "Promoter") and the Subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. The parties agree as follows:
ContractOntario • September 29th, 2020
Jurisdiction FiledSeptember 29th, 2020The application attached (the “Application”) and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada ULC Self-Directed Education Savings Plan - Single Beneficiary Plan (the “Plan”) between TSX Trust Company, a trust company existing under the laws of Canada (the “Trustee”), Fidelity Clearing Canada ULC (the “Promoter”), and the subscriber(s) named in the Application as of the date of the Application (the “Contract”) under which the Promoter will pay educational assistance payments to further a beneficiary’s post-secondary education.
ContractOntario • September 29th, 2020
Jurisdiction FiledSeptember 29th, 2020The application attached (the “Application”) and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada ULC Self-Directed Education Savings Plan - Family Beneficiary Plan (the “Plan”) between TSX Trust Company, a trust company existing under the laws of Canada (the “Trustee”), Fidelity Clearing Canada ULC, (the “Promoter”), and the subscriber(s) named in the Application as of the date of the Application (the “Contract”) under which the Promoter will pay educational assistance payments to further a beneficiary’s post-secondary education. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
ContractOntario • September 29th, 2020
Jurisdiction FiledSeptember 29th, 2020The application attached (the “Application”) and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada ULC Self-Directed Education Savings Plan - Family Beneficiary Plan (the “Plan”) between TSX Trust Company, a trust company existing under the laws of Canada (the “Trustee”), Fidelity Clearing Canada ULC, (the “Promoter”), and the subscriber(s) named in the Application as of the date of the Application (the “Contract”) under which the Promoter will pay educational assistance payments to further a beneficiary’s post-secondary education. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
ContractOntario • September 29th, 2020
Jurisdiction FiledSeptember 29th, 2020The application attached (the “Application”) and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada ULC Self-Directed Education Savings Plan - Single Beneficiary Plan (the “Plan”) between TSX Trust Company, a trust company existing under the laws of Canada (the “Trustee”), Fidelity Clearing Canada ULC (the “Promoter”), and the subscriber(s) named in the Application as of the date of the Application (the “Contract”) under which the Promoter will pay educational assistance payments to further a beneficiary’s post-secondary education.
FIDELITY CLEARING CANADA ULCOntario • November 3rd, 2016
Jurisdiction FiledNovember 3rd, 2016The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada ULC Self-Directed Education Savings Plan - Single Beneficiary Plan (the "Plan") between Fidelity Clearing Canada ULC, a corporation incorporated under the laws of Ontario (the "Promoter") and the subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
SELF-DIRECTED EDUCATION SAVINGS PLAN - FAMILY BENEFICIARY PLANOntario • November 3rd, 2016
Jurisdiction FiledNovember 3rd, 2016The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Fidelity Clearing Canada Self-Directed Education Savings Plan - Family Plan (the "Plan") between Fidelity Clearing Canada, a corporation incorporated under the laws of Ontario (the "Promoter") and the subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further a beneficiary's post- secondary education. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
ContractAlberta • May 9th, 2012
Jurisdiction FiledMay 9th, 2012The application attached (the "Application") and these terms and conditions constitute a contract for the establishment of a Solium Financial Inc. Self-Directed Education Savings Plan - Single Beneficiary Plan (the "Plan") between Solium Financial Inc., a corporation incorporated under the laws of Alberta (the "Promoter") and the subscriber(s) named in the Application as of the date of the Application (the "Contract") under which the Promoter will pay educational assistance payments to further the beneficiary's post-secondary education. For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows: