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Signature: Proposer Prepared by (For hard copy submission in Singapore only) SMART INVEST (RSP) (PRODUCT SUMMARY) (PREVIOUSLY KNOWN AS CREATING ACHIEVER PLAN WITH REVISED BENEFITS) 1. Description

How to fill out smart invest rsp product

How to fill out smart invest rsp product:

1. Start by researching and understanding the smart invest rsp product and its features. This will help you make informed decisions throughout the process.
2. Determine your investment goals and risk tolerance. Consider your time horizon, financial objectives, and comfort level with market fluctuations. This will help you choose the appropriate investment options for your portfolio.
3. Gather the necessary documents and information. This may include your social insurance number, bank account details, and personal identification documents.
4. Contact the financial institution or brokerage firm offering the smart invest rsp product. They will provide you with the application forms and guide you through the process.
5. Read and understand the terms and conditions, fees and charges, and any other important details provided in the application forms. If you have any questions, don't hesitate to ask the financial institution for clarification.
6. Fill out the application forms accurately and completely. Ensure that you provide all the required information, including your personal details, investment preferences, and contribution amounts. Be aware of any contribution limits imposed by the government.
7. Review your application forms for any errors or omissions before submitting them. Double-check your information to ensure its accuracy.
8. Follow any additional instructions provided by the financial institution, such as attaching supporting documents or making the initial contribution payment.

Who needs smart invest rsp product:

1. Individuals who want to save for retirement in a tax-efficient manner may benefit from the smart invest rsp product. It allows contributions to grow on a tax-deferred basis until withdrawal, potentially reducing your tax liability.
2. Those who prefer a hands-off investment approach may find the smart invest rsp product appealing. It typically offers pre-selected investment portfolios that are professionally managed, making it easier for individuals to invest without extensive knowledge or experience in investing.
3. People who want to take advantage of potential market growth over a long-term period may consider the smart invest rsp product. By investing regularly and staying invested for a longer duration, you have the potential to benefit from the power of compounding and market returns.
4. Individuals who want to diversify their retirement savings may find the smart invest rsp product beneficial. It typically offers a wide range of investment options, including stocks, bonds, ETFs, and mutual funds, allowing you to create a diversified portfolio based on your investment goals and risk tolerance.
5. Those who are eligible for the government's Registered Retirement Savings Plan (RRSP) contribution room may consider the smart invest rsp product. It allows you to take advantage of the tax benefits offered by the government while saving for your retirement.

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