Deposit Form Canadian Dentists Investment Program
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1CANADIAN DENTISTS’ INVESTMENT PROGRAM
A member benefit of the CDA and participating
For investment planning advice from CDSPI Advisory Services Inc.,
provincial and territorial dental associations.
or for assistance filling out this form, call: 1-800-561-9401
Please return the completed form to:
CDSPI, 155 Lesmill Road, Toronto, Ontario M3B 2T8
Fax: 1-866-561-2250 (toll-free) or (416) 296-9459
Deposit Form
E-mail queries:
Annuity Contract Issued By: Sun Life Assurance Company of Canada
Investment Products
15-
SECTION 1 INVESTOR INFORMATION
A. Name of Applicant (please print):
Check one:
Dr.
Mr.
Mrs.
Miss
Ms.
Last
First
Middle or Initial
SECTION 2 DEPOSIT INFORMATION
A. Form of Deposit: (check 1 or 2)
B. Deposit to (check one):
RSP Account #
1: Cheque Enclosed — in the amount of $
Is this a Spousal RSP Account?
Yes
No
Note: Make cheque payable to CDSPI and mail it to the address listed above.
If “Yes”, specify name of contributor
OR
2: Direct Deposit — in the amount of $
TFSA Account #
Note: Complete the information below. Please include a blank cheque marked “VOID”.
Investment Account #
Financial Institution
RESP Account #
Proportion of RESP Contribution (check one):
Account No. (up to 11 digits)
Equally among all beneficiaries; or
Financial Institution # (must be 3 digits)
Not equally among all beneficiaries (complete the chart below)
RESP Beneficiary
Amount
Transit # (must be 5 digits)
1.
$
Signature of Account Holder
2.
$
3.
$
Signature of Account Holder*
4.
$
This agreement must be signed by all persons whose signature is required to sign on the
Total Deposit $
0.00
above account.
SECTION 3 ASSET ALLOCATION
Important: Before choosing funds, you are strongly advised to contact an advisor at the above phone number. The minimum initial purchase per investment fund is $50
(and the minimum additional purchase per investment fund is $25) with the exception of Guaranteed Funds, which are each subject to a minimum $500 deposit.
Invest My Deposit As Indicated:
Aggressive Equity Fund (Fiera Capital)
$
Pacific Basin Fund (CI)
$
Managed Risk Portfolios
Index Fund Portfolios*
Balanced Fund (PH&N)
$
S & P 500 Index Fund (BlackRock®)
$
†
Balanced Value Fund (MFS)
$
TSX Composite Index Fund (BlackRock®)
$
Conservative Index Portfolio (BlackRock®) $
Bond Fund (PH&N)
$
US Large Cap Fund (Capital Intl)
$
Moderate Index Portfolio (BlackRock®)
$
Bond & Mortgage Fund (Fiera Capital)
$
US Small Cap Fund (Trimark)
$
Aggressive Index Portfolio (BlackRock®)
$
Canadian Equity Fund (Trimark)
$
Guaranteed Fund (Sun Life) 1 Yr.
$
Income/Equity Fund Portfolios*
††
Common Stock Fund (Fiera Capital)
$
Guaranteed Fund (Sun Life) 2 Yr.
$
Income Portfolio (CI)
$
Dividend Fund (PH&N)
$
Guaranteed Fund (Sun Life) 3 Yr.
$
Income Plus Portfolio (CI)
$
Emerging Markets Fund (Brandes)
$
Guaranteed Fund (Sun Life) 4 Yr.
$
Balanced Portfolio (CI)
$
European Fund (Trimark)
$
Guaranteed Fund (Sun Life) 5 Yr.
$
Conservative Growth Portfolio (CI)
$
Fixed Income Fund (MFS)
$
Moderate Growth Portfolio (CI)
$
Corporate Class Funds
Global Fund (Trimark)
$
Aggressive Growth Portfolio (CI)
$
Canadian Bond Fund Corporate Class (CI) $
Global Growth Fund (Capital Intl)
$
Canadian Equity Fund Corporate Class (CI) $
Total Deposit $
0.00
Global Real Estate Fund (Invesco)
$
Corporate Bond Fund Corporate Class (CI) $
* In order of increasing equity content.
High Income Fund (Fiera Capital)
$
†
Income and Growth Fund Corporate Class (CI) $
Each of the index wrap funds has an underlying mix of BlackRock funds.
International Equity Fund (CC&L)
$
††
Short-Term Fund Corporate Class (CI)
$
Each of the income/equity wrap funds has an underlying mix of 8 - 18 CI funds.
Money Market Fund (Fiera Capital)
$
BlackRock is a registered trade-mark of BlackRock, Inc.
SECTION 4 AUTHORIZATION
Investor’s Signature
Date
Day Month
Year
To download additional copies of this form, visit , click on “Applications/Forms”, then “Deposit Form.”
15-72 01/15
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