Declarations of Trust
Raymond James Ltd. is pleased to announce that Canadian Western Trust (CWT) has been appointed as our new Trustee for self-directed registered plans and education savings plans administered by us on your behalf. CWT assumed these trustee responsibilites as of July 31st, 2009 (The "Effective Date").
For our existing clients, this change in trustees does not in any way impact your self-directed registered plan or education savings plan accounts and you are not required to re-sign or amend any related documentation on record with our firm.
For a copy of the new Declarations of Trust and Terms & Conditions under this new trustee relationship please click on the applicable registered plan product(s) below.