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Account Agreements

 

Please choose from the links below to view, download and print some of our most commonly requested account and service-related agreements*.

RBC Dominion Securities Client Account Agreements Brochure

The terms and conditions for most types of RBC Dominion Securities accounts are contained in our Client Account Agreements and Disclosure Documents brochure. This includes the plan text for our non-registered accounts, as well as for our RSP, RIF, and Locked-In registered accounts. It also includes the plan text for our Advisor Account, Private Investment Management Account, Access Account, Parameters Account, and other account types.

Client Account Agreements and Disclosure Documents
(July. 2007)

Family RESP Plan Text

The Plan Text provides the terms and conditions for the RBC Dominion Securities Family RESP Plan. Revised terms and conditions came into effect March 2006. This information is also included in the Client Account Agreement.

RBC Dominion Securities Family RESP Plan Text

Declaration of Trust Documentation

The Declaration of Trust provides the terms and conditions for the following RBC Dominion Securities registered plans. Revised terms and conditions came into effect October 2006 as part of the new Client Account Form. This information is also included in the Client Account Agreement.

Declaration of Trust for RBC Dominion Securities RSP (Revised)
Declaration of Trust for RBC Dominion Securities RIF (Revised)
Summary of Changes to Declaration of Trust (DOT) and previous versions of RSP and RIF DOTs

Take the next step…talk to an advisor.

To learn more about the types of investment plans offered by RBC Dominion Securities, please contact an Investment Advisor or ask an Investment Advisor to contact you.

For additional agreements not included above, please speak with your Investment Advisor.

*To view Adobe Portable Document Format (PDF) files, certain Adobe software must be installed on your computer. If you cannot open PDF files, please contact your Investment Advisor to request the form.

 

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