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Please select the form that you require from the drop down menu box below. For your convenience, some forms can be filled in online.
In certain circumstances, RBC Direct Investing may accept transfers-in of trailer-paying investment funds managed by investment fund management companies that have agreed to switch their funds into non-trailer paying versions of the same funds following transfer.
Should your personal information need to be updated, please also complete the Update/Change of Client Information form.
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Account Agreements and Trust
To avoid any delays in the processing of your request, please: print, ensure it is completed accurately, sign and date your form.