Forms & Applications for TFSAs

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Our forms and applications are grouped in the following categories:

For security reasons, PH&N Investment Services can only accept signatures submitted by fax or mail. Please note that we do not accept electronic signatures.

To search for quarterly reports and regulatory documents, please click on the 'Documents' tab below.

Tax Free Savings Account Application

- You must read and agree to this Client Account Agreement.

Your Account with PH&N Investment Services

A guide to defining your Investor Profile and constructing your portfolio
View this document | PDF | 1,061 Kb

TFSA Beneficiary Designation Form

View this document | PDF (fillable) | 154 Kb

TFSA Beneficiary Designation Form (with Contingent Beneficiaries)

View this document | PDF (fillable) | 166 Kb

Transfer Form

Download Form  | PDF (fillable) | 370 Kb
 

 

To speak with an Investment Funds Advisor:
Call us at 1.800.661.6141 or
email us at info@phn.com