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FUND FACTS RBC Global Asset Management Inc. RBC Select Balanced Portfolio Advisor Series June 30, 2017, This document contains key information you should know about RBC Select Balanced Portfolio (Advisor
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How to fill out RBC Select Balanced Portfolio:

01
Gather all necessary personal information, such as your name, contact details, and social insurance number, to create your account.
02
Determine your investment objectives and risk tolerance. RBC Select Balanced Portfolio offers a balanced mix of investments suitable for individuals looking for moderate growth with a balanced level of risk.
03
Consult with a financial advisor, if needed, to help you make informed investment decisions. They can assist in assessing your financial goals and determining the appropriate allocation within the portfolio.
04
Complete the application form provided by RBC. This will include details about your investment preferences, such as the amount you plan to invest and any additional contributions you may make in the future.
05
Review and sign all necessary legal documents, such as the terms and conditions, to proceed with the investment.
06
Provide the required funds for your investment, either through a transfer from your existing RBC account or an external financial institution. Ensure that you follow the specified instructions to successfully complete the transaction.
07
Monitor the performance of your RBC Select Balanced Portfolio regularly. Track the progress of your investments and assess whether they align with your financial goals.
08
Consider reviewing and adjusting your portfolio periodically. As your circumstances change or market conditions fluctuate, it may be necessary to rebalance your investments to maintain the desired level of risk and return.

Who needs RBC Select Balanced Portfolio:

01
Individuals who are seeking a balanced approach to investing, with moderate growth potential and a balanced level of risk.
02
Those who prefer a professionally managed portfolio rather than managing their investments themselves.
03
Investors who may have a medium to long-term investment horizon and are willing to allow their money to grow over time.
04
Individuals who value diversification across various asset classes and are looking for a single investment solution.
05
Those who desire accessibility to their investments, along with the convenience of online account management.
06
Investors who may not have the time or expertise to actively monitor and adjust their investment allocations regularly.
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RBC Select Balanced Portfolio is a diversified investment portfolio offered by RBC Wealth Management.
Investors who have invested in the RBC Select Balanced Portfolio are required to report it on their financial statements.
Investors can fill out the RBC Select Balanced Portfolio by providing information on their investments and current financial situation.
The purpose of RBC Select Balanced Portfolio is to provide investors with a balanced and diversified investment option.
Investors must report the value of their investments, any transactions, and overall performance of the RBC Select Balanced Portfolio.
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