Addenda

Applicable Addenda by jurisdiction

  National Bank Mutual Funds and Meritage Portfolios

Federal

LRSP | LIF | Restricted LIF | Restricted LSP

British Columbia

LIRA | LIF

Alberta

LIRA | LIF

Saskatchewan

LIRA | RIF

Manitoba

LIRA | LIF

Ontario

LIRA | LIF

Quebec

LIRA | LIF

New brunswick

LIRA | LIF

Nova scotia

LIRA | LIF

Newfoundland

LIRA | LIF | RIF

Acronyms

LRSP: Locked-In Retirement Savings Plan

LIF: Life Income Fund

LIRA: Locked-In Retirement Account

RIF: Retirement Income Fund

Useful links

Links to governmental websites regarding procedures/documents to release locked-in funds.