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PRINT DISCARDING SECURITIES INC. SELF-DIRECTED RETIREMENT INCOME FUND APPLICATION FORM Type of plan: RIF IF /RIF (Attach Addendum) Plan identification Registration Number Plan Transit No. Brokerage
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How to fill out Desjardins Securities Inc Self-Directed:

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Start by gathering all the necessary documents and information. This includes your personal identification, social insurance number, employment details, and financial information.
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Visit the Desjardins Securities Inc website or contact their customer service to obtain the self-directed account application form.
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Carefully read through the instructions provided on the application form. Make sure you understand all the requirements and disclosures before proceeding.
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Fill out the required fields on the application form accurately and completely. This may include providing your personal information, investment objectives, risk tolerance, and preferred investment products.
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Review your completed application form to ensure all the information provided is correct and legible. Make any necessary corrections before submitting it.
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If required, attach any supporting documents as specified in the application form or instructions. This could include photocopies of your identification, proof of address, or financial statements.
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Sign and date the application form according to the given instructions. Ensure your signature matches the one on your identification documents.
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Submit the completed application form and any supporting documents to Desjardins Securities Inc as per their instructions. This could involve mailing the documents or delivering them in person to a branch.
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Wait for confirmation from Desjardins Securities Inc regarding the status of your self-directed account application. They may contact you for any additional information or clarification, if needed.

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Individuals who prefer to have control over their investment decisions and want to manage their own investment portfolio.
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Desjardins Securities Inc self-directed refers to a type of investment account where the account holder makes all investment decisions without the need for a financial advisor.
Individuals who have a self-directed account with Desjardins Securities Inc are required to file the necessary documents for tax purposes.
To fill out a Desjardins Securities Inc self-directed account, account holders need to report all investment transactions, income, and any capital gains or losses.
The purpose of a Desjardins Securities Inc self-directed account is to give investors more control over their investment decisions and portfolio.
Account holders must report all investment transactions, income, capital gains or losses, and any other relevant financial information on their Desjardins Securities Inc self-directed account.
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