Common Contracts
1 similar Locked-in Retirement Account Addendum contracts
SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE RETIREMENT SAVINGS PLANLocked-in Retirement Account Addendum • October 25th, 2017
The owner of the Plan (also referred to as the “Annuitant”) named in the application form completed by the Annuitant has established an AGF Retirement Savings Plan (the “Plan”) with AGF Investments Inc. as agent for B2B Trustco as trustee and issuer (the “Trustee”), which has received funds originating from a registered pension plan governed by the provisions of the Employment Pension Plans Act (Alberta) (the “Act”) and regulations thereunder. In accordance with the Act, regulations and the declaration of trust governing the Plan and except as otherwise may be permitted or provided for under the Act and
