Welcome to TSX Trust - Registered Plan Trustee Services Website!

We provide registered plan trustee services in compliance with the Income Tax Act (Canada). This manual explains, in general terms some of the minimum administration standards that apply to registered plans and outlines TSX Trust’s policies relating to the following products:

• Registered Retirement Savings Plan (RRSP)
• Registered Retirement Income Fund (RRIF)
• Tax Free Savings Account (TFSA)
• Registered Education Savings Plan (RESP)

This guide summarizes the Income Tax Act Canada ("ITA") requirements, which apply to registered plans, and includes (as applicable) additional conditions outlined by the Canada Revenue Agency ("CRA").

Finally, the guideline outlines best practices and policies that TSX Trust expects from established registered plan agents.

If you cannot find what you are looking for within this document please contact: