Locked-in Retirement Account Addendum Sample Contracts

LOCKED-IN RETIREMENT ACCOUNT FOR ALBERTA ADDENDUM
Locked-in Retirement Account Addendum • January 10th, 2020 • Alberta

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE NATCAN TRUST COMPANY RETIREMENT SAVINGS PLAN

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SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE AGF RETIREMENT SAVINGS PLAN
Locked-in Retirement Account Addendum • December 12th, 2018

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 Pension Benefits Act, 1997 (Newfoundland & Labrador) (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 regulations from time to time, the following forms part of the terms and conditions applicable to the funds, which are binding upon the Annuitant and the Trustee and their respective successors and assigns effective from the time of the transfer of the funds to the Plan.

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE AGF RETIREMENT SAVINGS PLAN
Locked-in Retirement Account Addendum • April 1st, 2020

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 Pension Benefits Act (Nova Scotia) (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 regulations from time to time, the following forms part of the terms and conditions applicable to the funds, which are binding upon the Annuitant and the Trustee and their respective successors and assigns effective from the time of the transfer of the funds to the Plan.

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE AGF RETIREMENT SAVINGS PLAN
Locked-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 Pension Benefits Standards Act (British Columbia) (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 regulations from time to time, the following forms part of the terms and conditions applicable to the funds, which are binding upon the Annuitant and the Trustee and their respective successors and assigns effective from the time of the transfer of the funds to the Plan.

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE AGF RETIREMENT SAVINGS PLAN
Locked-in Retirement Account Addendum • October 21st, 2021

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

Supplementary Agreement Establishing a Natcan Trust Company Self-Directed Locked-in Retirement Account RECITALS:
Locked-in Retirement Account Addendum • January 14th, 2016 • British Columbia
SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE RETIREMENT SAVINGS PLAN
Locked-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

LOCKED-IN RETIREMENT ACCOUNT FOR NEW BRUNSWICK
Locked-in Retirement Account Addendum • January 15th, 2020 • New Brunswick

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE NATCAN TRUST COMPANY RETIREMENT SAVINGS PLAN

LOCKED-IN RETIREMENT ACCOUNT FOR SASKATCHEWAN
Locked-in Retirement Account Addendum • January 31st, 2017 • Saskatchewan

SUPPLEMENTARY AGREEMENT ESTABLISHING A LOCKED-IN RETIREMENT ACCOUNT UNDER THE NATCAN TRUST COMPANY RETIREMENT SAVINGS PLAN RECITALS:

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