Account Documents
 
Below you will find the documents needed to set up or make changes to any of your products and services.
Each link will take you directly to a PDF document, allowing you to view online and download if needed.
Once you have downloaded a document to your computer, you will be able to fill it out and mail it back to our office at your convenience.


You will need Adobe Reader to open and view each document.
 
Personal Account Documents
  • Client Identification (626 KB)
  • New Client;
                page 1 (559 KB)     page 2 (662 KB)
  • Client Complaint;
                page 1 (837 KB)     page 2 (670 KB)
  • General Disclosure;
                page 1 (1.1 mb)     page 2 (666 KB)
  • Transaction Form (108 KB)
  • Pre-Authorized Cheque form (PAC) (922 KB)
  • Systematic Withdrawl Plan Application (SWP) (303 KB)
  • Online Statement Access (800 KB)
  • Address Change (352 KB)
  • Beneficiary Update (347 KB)
  • Leverage Disclosure (65 KB)
  • Insurance Questionaire;
                page 1 (349 KB)     page 2 (363 KB)
  • Personal Financial Analysis;
                page1 (153 KB)        page 2 (314 kb)        page 3 (322 kb)
    •  
     
    USW District 6 Group Documents
  • Client Identification (626 KB)
  • New Client;
                page 1 (559 KB)     page 2 (662 KB)
  • Client Complaint;
                page 1 (644 KB)     page 2 (644 KB)
  • General Disclosure;
                page 1 (1.1 mb)     page 2 (666 KB)
  • Renaissance Investments Group Application
                page 1 (990 KB)        page 2 (950 KB)        page 3 (700 MB)
  • Online Account Access Form (800 KB)
  • Redemption Request Form (273 KB)
  • Leverage Disclosure (65 KB)
  • Change of Address Form (352 KB)
  • Beneficiary Update Form (347 KB)
    •  
    Contact information:
  • Phone:  (519) 679-6799  or  1-800-657-3443
  • Fax:      (519) 679-8374
  • Email:  
  • Address:
    		• 101 Cherryhill Blvd
     Suite 108
     London, ON
     N6H 4S4