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To: Concentra Trust – Trustee
I hereby apply for participation in the above mentioned Tax-Free Savings Account (TFSA) in accordance with the Declaration of Trust supplied to me.
I request the Trustee to file an election to register my qualifying arrangement as a TFSA under the Income Tax Act>(Canada).
I request that this contribution, and any subsequent contributions, be deposited in the Credit Union named above by the Trustee and I acknowledge that the terms and conditions of such deposits have been and will be agreed upon between myself and the Credit Union and such deposits will be held by the Trustee.
I hereby acknowledge that I am solely responsible for determining the amount of contribution to the TFSA.
I hereby agree to notify the Trustee in the event that I am no longer a resident of Canada.
I hereby acknowledge that I am at least 18 years of age.
I confirm that the information provided to Concentra Financial Services Association, its agents or affiliates (collectively "Concentra Financial") is complete and accurate. I hereby agree and consent to, and accept this as notice of, the terms of the Concentra Financial Confidentiality and Privacy Statement (located at https://www.concentrafinancial.ca/pages/ConfidentialityPrivacy.aspx ). I further agree and consent to Concentra Financial obtaining and retaining my personal information in order to ascertain my identity as required by the Proceeds of Crime (Money Laundering) and Terrorist Financing Act and as required by law.
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