Self-Directed Life Income Fund Agreement Sample Contracts

FIDELITY CLEARING CANADA ULC SELF-DIRECTED LIFE INCOME FUND AGREEMENT
Self-Directed Life Income Fund Agreement • October 14th, 2016

Contract (the “Contract”) for the establishment of a Life Income Fund (the “LIF”) between Computershare Trust Company of Canada (the “Trustee”), a trust company incorporated under the federal laws of Canada and having a place of business at 100 University Ave.

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BBS SECURITIES INC. SELF-DIRECTED LIFE INCOME FUND AGREEMENT
Self-Directed Life Income Fund Agreement • November 24th, 2014

Contract (the “Contract”) for the establishment of a Life Income Fund (the “LIF”) RIF 1591 between Computershare Trust Company of Canada (the “Trustee”), a trust company incorporated under the federal laws of Canada and having a place of business at 100 University Ave. – 8th Floor, Toronto Ontario. M5J 2Y1 and the applicant (the “Annuitant”) named in the application for a BBS Securities Inc. Self-Directed Retirement Income Fund, Declaration of Trust (the "RIF"), such application as found on the reverse side hereof or attached hereto (the “Application”). The parties agree for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged by both parties hereto, as follows:

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