Common Contracts
4 similar Trust Agreement contracts
Tax-free savings account (TFSA) Trust AgreementTrust Agreement • November 16th, 2016
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Nesbitt Burns tax-free savings account (“TFSA”), as defined under the Income Tax Act (Canada) (the “Act”), with the holder named in the attached application or, at or after the death of the holder, with the spouse or common- law partner who is the holder’s survivor designated in accordance with the first paragraph of section 13 (referred to in section 13 as “Successor Account
Trust AgreementTrust Agreement • April 13th, 2010
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Tax-Free Savings Account (“TFSA”) (Advisor), as defined under the Income Tax Act (Canada) (the “Act”), with the holder named in the attached application or, at or after the death of the holder, with the spouse or common-law partner who is the holder’s survivor designated in accordance with the first paragraph of section 15 (referred to in section 15 as “Successor Account Holder”). The holder and, after the holder’s death, the survivor is known as the “Account Holder”. This arrangement for a TFSA is known as the “Account”. The Account is governed by the terms and conditions of this Declaration of Trust (the “Trust Agreement”), the attached application and applicable law including, without limitation, the Act.
Trust AgreementTrust Agreement • April 13th, 2010
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Tax-Free Savings Account (“TFSA”) (Advisor), as defined under the Income Tax Act (Canada) (the “Act”), with the holder named in the attached application or, at or after the death of the holder, with the spouse or common-law partner who is the holder’s survivor designated in accordance with the first paragraph of section 13 (referred to in section 13 as “Successor Account Holder”). The holder and, after the holder’s death, the survivor is known as the “Account Holder”. This arrangement for a TFSA is known as the “Account”. The Account is governed by the terms and conditions of this agreement (the “Trust Agreement”), the attached application and applicable law including, without limitation, the Act.
Trust AgreementTrust Agreement • February 17th, 2010
BMO Trust Company (the “Trustee”) will act as trustee of an arrangement for a BMO Tax-Free Savings Account (“TFSA”) (Advisor), as defined under the Income Tax Act (Canada) (the “Act”), with the holder named in the attached application or, at or after the death of the holder, with the spouse or common-law partner who is the holder’s survivor designated in accordance with the first paragraph of section 13 (referred to in section 13 as “Successor Account Holder”). The holder and, after the holder’s death, the survivor is known as the “Account Holder”. This arrangement for a TFSA is known as the “Account”. The Account is governed by the terms and conditions of this agreement (the “Trust Agreement”), the attached application and applicable law including, without limitation, the Act.
