Registered Plan Trust Services

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We are pleased to make these resources about Registered Plan Trust Services available to you –

Communicator Newsletter

• Pooled Registered Pension Plans (Vol. 14 ed. 1) - Ontario Budget and Manitoba and Ontario Updates April 29, 2011 (PDF, 51 KB)
  RESP and TFSA Updates
• Year End Communicator (Vol. 13 ed. 4) - December 15, 2010 (PDF, 26 KB)
  Manitoba Update
• Federal and Provincial Updates for AB, BC, ON (Vol. 13 ed. 3) - November 8, 2010 (PDF, 26KB)
  CRA Update
• TFSA and Related Updates (Vol. 13 ed. 2) - June 28, 2010 (PDF, 62 KB)
  View QESI - Trustee Guide 770 KB
  
• Federal Budget and Related Updates (Vol. 13 ed. 1) - March 26, 2010
• Year End Communicator (Vol. 12 ed. 4) - December 11, 2009 (PDF, 40 KB)
  View Year End Reporting Chart
  
• Regulatory Updates (Vol. 12 ed. 3) - September 15, 2009 (PDF, 30 KB)
  View CESG - Information Bulletin (E)
  View CESG - Information Bulletin (F)
• Provincial and Regulatory Updates
  (Vol. 12 ed. 2)  - June 16, 2009 (PDF, 64 KB)
• REGULATORY UPDATES -COMMUNICATOR NEWSLETTER
  (Vol. 12 ed. 1) - March 12, 2009 (PDF, 61 KB)
• View Communicator Update - March 20, 2009
  (PDF, 37 KB)
• Year End (2008) Communicator Newsletter
  (Vol. 11 ed. 4) (PDF, 74 KB)
  View Tax Reporting Chart
• FEDERAL AND PROVINCIAL UPDATES (Vol. 11 ed. 3) (PDF, 46 KB)
• Regulatory Changes And Updates - June 19, 2008
  (Vol. 11 ed. 2) (PDF, 38 KB)
• BUDGET 2008 and related changes - April 1, 2008
  (Vol. 11 ed. 1) (PDF, 34 KB)
  View CLB Letter (PDF, 35 KB)
  View EAP Guidelines (PDF, 33 KB)
• Year End Communicator - December 17, 2007
  (Vol. 10 ed. 4) (PDF, 61 KB)
  View Tax Reporting Chart
• Provincial Updates & Reminders - September 28, 2007 (Vol. 10 ed. 3)
  (PDF, 54 KB)
• Legislative Updates - July 25, 2007 (Vol 10 ed 2).pdf
  (PDF, 55 KB)
• Budget 2007 and Related Updates (Vol 10 ed. 1)
  (PDF, 32 KB)
• Year-End Filings and Legislative Updates  (Vol 9 ed. 5) (PDF, 31 KB)
  View Tax Reporting Chart
• Legislative Updates Vol 9 ed 4 (PDF, 45 KB)
• Revised Updates Vol 9 ed. 3 (PDF, 26 KB)
• CRA Updates Vol 9 ed 2 (PDF, 32 KB)
• Budget and Provincial Updates (Vol 9 ed. 1)
  (PDF, 37 KB)
• Year-End Updates  (Vol 8 ed. 5) (PDF, 112 KB)
  View Tax Reporting Chart
• Federal Budget Update 2005 (Vol 8 ed. 4) (PDF, 112 KB)
• June 28, 2005 (Vol 8 ed. 3) (PDF, 148 KB)
  Provincial Updates
• RESP and Related Updates (Vol 8 ed. 2) (PDF, 43 KB)
• Federal Budget 2005 (Vol 8 ed. 1) (PDF, 37 KB)
• December 20, 2004 (Vol 7 ed. 3) (PDF, 51 KB)
  View Tax Reporting Chart
• August 12, 2004 (Vol 7 ed. 2) (PDF, 135 KB)
  Withholding Tax and Other Related Issues
• May 28, 2004 (Vol 7 ed. 1) (PDF, 41 KB)
  Ont. Budget, Quebec Rules and other related changes
• February 24, 2004 (Vol 6 ed. 1) (PDF, 35 KB)
  Legislative changes and reminders
• December 10, 2003 (Vol 5 ed. 3) (PDF, 57 KB)
  Year End Communicator
• May 9, 2003 (Vol 5 ed. 2) (PDF, 155 KB)
  Legislative changes and proposed amendments
• February 21, 2003 (Vol 5 ed. 1) (PDF, 128 KB)
  Budget Highlights 2003 & Marketing Incentives (CCRA)
• December 19, 2002 (Vol. 4, ed. 5) (PDF, 41 KB)
  Year end and other reminders
• October 25, 2002 (Vol. 4, ed. 4) (PDF, 40 KB)
  Provincial changes and other reminders
• June 19, 2002 (Vol 4, ed. 3) (PDF, 195 KB)
  Legislative Updates
• April 18, 2002 (Vol. 4, ed. 2) (PDF, 140 KB)
  Money Laundering, provincial changes Sask & Quebec
• January 14, 2002 (Vol. 4, ed. 1) (PDF, 187 KB)
  Budget Highlights 2001 and other related changes
• September 28, 2001 (vol. 3, ed. 2) (PDF, 15 KB)
  Dubious Schemes in Quebec
• August 14, 2001 (vol. 3, ed. 1) (PDF, 28 KB)
  Legislative Updates
• December 15, 2000 (vol. 2, ed. 6) (PDF, 21 KB)
  U.S. Tax/IRS
• March 22, 2000 (vol. 2, ed. 5) (PDF, 14 KB)
  New Legislation
• March 13, 2000 (vol. 2, ed. 4) (PDF, 17 KB)
  Pension Reforms etc.
• March 3, 2000 (vol. 2, ed. 3) (PDF, 11 KB)
  Common Law Partners & LIRA/LIF changes

(Please note that many of the documents are available in PDF format and require Acrobat Reader.)