Royal Circle

Royal Circle members have exclusive access to comprehensive Canadian and U.S. market research from leading RBC Capital Markets and Morningstar^‡ analysts.

The exclusive research includes:

• RBC Capital Markets equity research - in-depth company and industry/sector reports
• Morningstar's US Quarterly Market Outlook - a quarterly publication providing forward-looking outlook on the economy, credit market and sectors
• Morningstar's Research Highlights - a weekly publication that summarizes Morningstar's best ideas within their coverage universe
• Morningstar's U.S. Stock Strategist Series - a weekly article covering a range of investing topics. Includes company specific news, sector and industry trends as well as market trends
• Morningstar's U.S. Stock Strategist Industry Reports - a timely article that provides overview and background on individual industry groups, including analyst commentary on growth prospects, drivers of competitive advantages, and relative comparisons of the companies within an industry.

Real-time intraday balances and positions
Royal Circle members can view account positions and cash balances in real time. They can also view the total value and the gains or losses of their account using real-time quotes.

Real-time streaming quotes
Royal Circle members can view the Streaming tab on the Watchlists page in real time, giving members immediate access to the latest market movements. This feature allows you to view streaming quotes that refresh automatically and in real time for up to 35 Watchlists, each with 15 stocks, options or mutual funds.

Royal Circle members are exempt from a variety of everyday administrative fees^†. This includes:

• Quarterly maintenance fee across all of your accounts;
• RSP partial withdrawals;
• Confirmation/statement replacement up to the previous 12 months;
• Cheque request fees;
• Dishonoured items;
• Swaps/substitutions;
• Additional RIF withdrawals and Internal transfers.
• RBC Direct Investing will also reimburse Royal Circle members up to $500^†† CDN in transfer fees paid to another financial institution when $15,000 CDN or more in investments is transferred into a new or existing RBC Direct Investing account

Royal Circle members can extend their privileges to anyone in their immediate household.

To ensure that non-personal Royal Circle clients have access to the tools that they are entitled to, we’re making real-time information and exclusive research available to everyone who has trading authority on a qualifying Royal Circle non-personal account.

There are two ways in which you can qualify for Royal Circle membership. Your month-end balances for four consecutive months must be at least $250,000 or your annual equity commissions are greater than $5,000. To learn more about how to qualify for Royal Circle membership please call 1-800-769-2560.