ContractSelf-Directed Education Savings Plan Agreement • September 29th, 2020 • Ontario
The 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.
