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26 October 2015
Dear Trustees
Transfer of the Societies nonprofit annuity business to Canada Life
I want to bring to your attention Equitable recent decision to transfer its nonprofit annuity
business
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What is dear trustees?
Dear trustees is a form that needs to be filed with certain financial information.
Who is required to file dear trustees?
Anyone who has been appointed as a trustee or is responsible for managing a trust is required to file dear trustees.
How to fill out dear trustees?
Dear trustees can be filled out online or through a paper form provided by the relevant authorities.
What is the purpose of dear trustees?
The purpose of dear trustees is to provide transparency and accountability regarding the financial activities of a trust.
What information must be reported on dear trustees?
Information such as income, expenses, assets, liabilities, and distributions must be reported on dear trustees.
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