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SCEPTRE FORMS
Sceptre Account Application

Use this form to open a new Sceptre Registered or Investment account.
NOTE: If applying for pre-authorized chequing program, please note that section 8 is no longer valid. Please complete the Pre-Authorized Chequing Plan form found below and submit along with the application.
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Registered Plan Transfer Form

Use this form to transfer registered assets to your existing Sceptre registered account.
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Tax Free Savings Account (TFSA) Application Form

Use this form to open a new Sceptre TFSA.
NOTE: If applying for pre-authorized chequing program, please note that section 6 is no longer valid. Please complete the Pre-Authorized Chequing Plan form found below and submit along with the application.
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Deposit Form

Use this form to make subsequent deposits to your existing Sceptre account.
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Switch Form

Use this form to switch existing funds from one Sceptre Mutual Fund to another
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Redemption Form

Use this form to request a redemption from your account
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Power Of Attorney

Use this form to authorize another person to access your account information and make trades on your behalf
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Pre-Authorized Chequing Plan Form

Use this form to create an automatic purchase plan
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Pre-Authorized Chequing Plan Amendment Form

Use this form to amend an existing automatic purchase plan
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Mutual Funds Locked-In Agreement
Transfer to Sceptre

Use this form in conjunction with the Registered Plan Transfer Form or the T2151 Transfer Form to transfer Locked-in funds to the Sceptre Mutual Funds
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Mutual Funds Locked-In Agreement
Transfer from Sceptre

Use this form in conjunction with the Registered Plan Transfer Form or the T2151 Transfer Form to transfer Locked-in funds from Sceptre Mutual Funds
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Privacy Statement
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MFDA Client Complaint Information
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CANADA REVENUE AGENCY FORMS
Home Buyer's Plan Form
(T1036-01e)

Use this form to request a redemption from your registered plan to purchase a home
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Lifelong Learning Plan Form
(RC4112-02e)

Use this form to request a redemption from your registered plan to fund post-secondary education
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T2151 Transfer Form

Use this form to transfer existing Deferred Profit Sharing Plan or Registered Pension Plan funds to Sceptre
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Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund

Use this form when setting up a new Ontario Life Income account
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