Common Contracts

2 similar Self-Directed Individual Education Savings Plan Terms and Conditions contracts

Worldsource Financial Management Inc.
Self-Directed Individual Education Savings Plan Terms and Conditions • August 24th, 2021 • Ontario

The 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:

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Worldsource Financial Management Inc.
Self-Directed Individual Education Savings Plan Terms and Conditions • November 3rd, 2020 • Ontario

The 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:

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