In order to ensure that the Declaration of Trust and addendum, if any, which governs your Scotia Self-Directed Registered Plan reflects current applicable tax and pension legislation, we have updated that documentation.

• Declaration of Trust for Registered Savings Plans (RSP, LRSP and LIRA) [PDF: 115 KB]
  • Alberta LIRA Addendum [PDF: 266 KB]
  • Addendum for Ontario LIRAs [PDF: 44 KB]
  • Addendum for Federal LRSPs [PDF: 38 KB]
  • Addendum for Federal RLSPs [PDF: 39 KB]
  
  
• Declaration of Trust for Registered Income Plans (RIF, LIF, LRIF, PRRIF and RLIF) [PDF: 181 KB]
  • Alberta LIF Addendum [PDF: 296 KB]
  • Addendum for New Ontario LIFs [PDF: 56 KB]
  • Addendum for (Old) Ontario LIFs [PDF: 50 KB]
  • Addendum for Ontario LRIFs [PDF: 52 KB]
  • Addendum for Federal LIFs [PDF: 100 KB]
  • Addendum for Federal RLIFs [PDF: 45 KB]
  
  
• Declaration of Trust for Group Registered Savings Plans (Group RSP and Group LRSP) [PDF: 50 KB]
  
  
• Declaration of Trust TFSA (Tax-Free Savings Account) [PDF: 49 KB]