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SYSTEMATIC PLANS INSTRUCTION FORM (Mackenzie Investments)

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SYSTEMATIC PLANS INSTRUCTION FORM
To update systematics on non-registered and registered accounts (including PACs, SWPs, DRIPs & GPS). This form can also be used to open non-registered
accounts. Please complete applicable sections and client/advisor signature are required in section 9.
1. ACCOUNT INFORMATION
New Account (Non Registered Investment Account) Existing Account Account Number:
JOINT PLANHOLDER INFORMATION (All individuals must complete CRA form RC518
–
for Non Registered Investment Accounts only)
Joint Tenants – Rights of Survivorship
* (Not applicable to Quebec residents)
Tenants in Common
* Joint Accounts All Joint Tenants to sign (default) Any Joint Tenants to sign
Last Name
First Name & Initials
Address Apt. No.
Address Postal Code
City Province
Home Telephone
Business Telephone
E-mail Address
Business No.
Nature of principal business or occupation
OTHER PLANHOLDER INFORMATION IF APPLICABLE
Formal Trust
**
Corporation
**
Sole Proprietorship
***
Other
**
**
Include constituting documents AND CRA Form RC519
***
For Sole Proprietorship provide constituting documents
In Trust for
In Trust for Last Name and First Name
Address
1= Mr.
2= Mrs.
3= Miss
4= Ms.
5= Dr.
Social Insurance Number
Birth Date
(DD MMM YYYY)
In Trust For
Social Insurance Number
Birth Date
(DD MMM YYYY)
Last Name
First Name & Initials
Address Apt. No.
Address Postal Code
City Province
Home Telephone
Business Telephone
E-mail Address
Business No.
Nature of principal business or occupation
PLANHOLDER INFORMATION
Please print
1= Mr.
2= Mrs.
3= Miss
4= Ms.
5= Dr.
Language preference: English French
Social Insurance Number
Birth Date
(DD MMM YYYY)
(All individuals must complete CRA form
RC518 – for Non Registered Investment
Accounts only.) Include constituting
documents AND CRA Form RC519
2. PRE-AUTHORIZED CHEQUING OPTIONS (PAC)
Please complete this section if you intend to have either a one-time or recurring Pre-Authorized Chequing (PAC) purchase. Please note banking information in section 8 and client
signature in section 9 is required.
2.1: PRE-AUTHORIZED CHEQUING (PAC) OPTIONS
One-Time Purchase on
DD/MM/YYYY for $ AMOUNT .
If this document is received in good order after this date, the purchase will occur on the next available trade date.
Recurring PAC starting on
DD/MM/YYYY for $ AMOUNT
per run date.
If this document is received in good order after this date, the first PAC will occur on the next scheduled run date.
2.2: FREQUENCY FOR RECURRING PACS
Process my
PAC purchase:
Weekly Monthly Quarterly Annually
Bi-Weekly
1
Semi-Monthly
2
Bi-Monthly
3
Semi-Annually
4
1
Once every 14 days
2
Only on/around 15
th
3
Every other month
4
Every six months
and end of month
Protect PAC against inflation by an annual
increment of % or $
starting from
DD/MMM/YYYY
2.3: FUND DIRECTIONS
Fund Code Fund Name
Recurring PAC One Time PAC
Amount ($ or %) Sales Commission* % Amount ($ or %) Sales Commission* %
$ % $ %
$ % $ %
$ % $ %
$ % $ %
$ % $ %
Total
$ 100% $ 100%
* More information is contained in the funds’ Fund Facts
I/We hereby authorize and request Mackenzie Financial Corporation to draw on my/our account at the Bank named below in Section 7, whether the account continues to be maintained at the named branch or is
transferred to another branch of the Bank. I/We acknowledge that I/We have read and agree to be bound by the Pre-Authorized Chequing (Pre-Authorized Debit) Terms and Conditions attached to this application.
See PAC Terms and Conditions at end of form.
3. SYSTEMATIC PAYMENT OPTIONS (FOR NON-REGISTERED ACCOUNTS OR REGISTERED INCOME PLANS)
Please complete this section if you intend to setup a systematic automatic withdrawal from your account. Please note banking information in section 8 and client signature in section 9
is required.
3.1: SYSTEMATIC WITHDRAWAL PLAN (SWP) OPTIONS
Systematic withdrawal starting on
DD/MM/YYYY for amount of $ AMOUNT .
or
Systematic withdrawal based on my registered income plan minimum or maximum annual payment to start on DD/MM/YYYY . Please note you may only select %
allocation on table 3.3 with this selection
If this document is received in good order after this date, the first SWP will occur on the next scheduled run date.
For RIFs, LIFs, RLIFs, PRIFs and LRIFs my annual payment may not be less than the minimum amount, and for LIF, RLIF and LRIFs my annual payment may not exceed the maximum
amount permitted by law.
Minimum Annual Payment
Maximum Annual Payment
Other: $
or
% (*Percentage payouts will be the full percentage amount indicated and will be based on the previous year end market value, or account opening value
if within the current year. Payments starting in the current year will be the full percentage requested divided across the remaining number of payments for the year. Subsequent years will be based on the
previous year end market value split evenly across the scheduled payments based on the frequency chosen.)
Special withholding tax (must be at least the prescribed rate)
%
For a Systematic Withdrawal on an Investment Account I may instruct you in writing to: (a) change the frequency of the options permitted, (b) change the amount of payment, or (c) redeem sufficient securities to
provide me with additional payment in whatever amount I may specify. I understand that regular withdrawals in excess of distributions and net capital appreciation will eventually exhaust my original capital.
3.2: FREQUENCY OPTIONS
3.3: FUND DIRECTIONS
Fund Code Fund Name Amount ($ or %)
$ %
$ %
$ %
$ %
$ %
Total
$ 100%
Weekly Monthly Quarterly Annually
Bi-Weekly
1
Semi-Monthly
2
Bi-Monthly
3
Semi-Annually
4
1
Once every 14 days
2
Only 15
th
and end of month
3
Every other month
4
Every six months
3.4: DISTRIBUTION OPTIONS
Please complete this table to establish or modify your distributions on your funds.
Fund Code Distribution Option
For Distribution Reinvestment only
Target Fund Code Target Account (leave blank if same)
cash reinvest
cash reinvest
cash reinvest
4. 10% FREE AUTOMATIC SWITCH
Please complete this section if you intend to set up an automatic 10% Free switches in your account. 10% free units from the source back-end fund will be switched into a target front end
fund/account. Please note client signature is required in section 9.
4.1: 10% FREE OPTIONS
10% Free running annually on
DD/MM/YYYY Then complete table 4.2 below.
If this document is received in good order after this date, the switch will occur on the next available trade date.
I understand that my dealer may be paid a higher trail commission after the transfer: generally 0.5% on fixed income funds and 1% on all others. More information is contained in the funds’ Fund Facts.
4.2: FUND DIRECTIONS
Source Fund Code Source Fund Name Target Fund Code Target Fund Name
5. SYSTEMATIC TRANSFER PLAN (STEP)
Please complete this section if you intend to set up a Systematic Transfer Plan (STEP). Please note client signature is required in section 9.
5.1: SYSTEMATIC TRANSFER PLAN (STEP) OPTIONS
Systematics Transfer Plan starting on
DD/MM/YYYY .
If this document is received in good order after this date, the purchase will occur on the next available trade date.
5.2: FREQUENCY OPTIONS
Weekly Monthly Quarterly Annually
Bi-Weekly
1
Semi-Monthly
2
Bi-Monthly
3
Semi-Annually
4
1
Once every 14 days
2
Only 15
th
and end of month
3
Every other month
4
Every six months
5.3: FUND DIRECTIONS
Source Fund
Code
Source Fund Name
Target Fund
Code
Target Fund Name Target Account Amount ($)
Exchange Fee
0-2%
$
$
$
$
$
6. DOLLAR COST AVERAGE (DCA)
Please complete this section if you intend to use our Dollar Cost Averaging (DCA) program or setting up a Guided Portfolio Service (GPS). Please note client signature is required in
section 9.
6.1: DOLLAR COST AVERAGE OPTIONS
Selected funds will be switched into the asset mix indicated in table 6.3 in installments based on the duration indicated below. Switch amounts will be set equally for each run date
ensuring the target fund is fully depleted once the plan ends.
Dollar Cost Average (DCA) total amount $
AMOUNT below starting on DD/MM/YYYY from funds below.
Assets from Money Market Fund (check fund code below)
582* MFC Canadian Money Market Fund FE 4879* MFC Canadian Money Market Fund FE (FB Series)
307* MFC Canadian Money Market Fund BE 6134** MFC Canadian Money Market Fund FE (PW Series)
7013* MFC Canadian Money Market Fund LL2 6828** MFC Canadian Money Market Fund FE (PWFB Series)
3188* MFC Canadian Money Market Fund LL3
6060** MFC Canadian Money Market Fund FE (PWX Series)
2823* MFC Canadian Money Market Fund FE (F Series) 2922 TFSA High Interest Cash Builder Fund (TFSA account only)
6.2: FREQUENCY OPTIONS
To end
3 Months 9 Months
Frequency Weekly Bi-Weekly Monthly 6 Months 12 Months
Once every 14 days
6.3: FUND DIRECTIONS
Fund Code Fund Name DCA Allocation (%)
Total 100%
7. GUIDED PORTFOLIO SERVICE (GPS) PROGRAM
Please complete this section if you intend to set up a Guided Portfolio Service (GPS). Please note client signature is required in section 9.
7.1: GUIDED PORTFOLIO SERVICE (GPS) OPTIONS
The asset mix in table 7.2 represents the long-term target allocation that will be applied to the Mackenzie GPS assets in the account.
For NEW accounts, the initial purchase will be:
Into the funds in table 7.2
Into the Mackenzie Canadian Money Market fund Series GP (all account types except Mackenzie administered RDSP accounts) and then allocated to the funds in table 7.2
REBALANCING
Rebalancing will be completed based on the frequency and range selected below. Frequency: Please select one:
Monthly
Quarterly
Semi-Annual
Annual
Range %: Please select one:
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
1
0.0
2.5
3.5
4.5
5.5
6.5
7.5
8.5
9
.5
First Rebalance Date: (First rebalance must occur after initial trades have settled): DD/MM/YYYY .
7.2: FUND DIRECTIONS
Fund Code Fund Name
Rebalancing or
GPS Allocation (%)
Total 100%
8. BANKING
Please complete for Pre-Authorized Chequing Plans, Distributions and Systematic Withdrawal Plans.
ATTACH PRE-PRINTED VOID CHEQUE (Alternatively withdrawals may be paid via cheque)
Use banking info on file
8.1: BANKING INFORMATION
ATTACH PRE-PRINTED VOID CHEQUE (Alternatively withdrawals may be paid via cheque)
Bank Account Holder Name Joint Bank Account Holder Name
Bank Account Holder Signature (required for pre-authorized chequing) Joint Bank Account Holder Signature
8.2: MAILING INFORMATION
Mail cheque to my address on file Mail cheque to alternative address:
Address Apt. No.
Address Postal Code
City Province
9. AUTHORIZING SIGNATURES
Client and Dealer must sign below to complete this form.
The parties have executed this Agreement intending to be bound by its terms.
Client Signature: Date: DD/MMM/YYYY
Joint Applicant Signature (if applicable): Date: DD/MMM/YYYY
DEALER AUTHORIZATION/ADVISOR INFORMATION
Dealer Number: Dealer Name:
Advisor Number: Advisor Name:
Dealer Account Number: Dealer/Advisor Signature: Date: DD/MMM/YYYY
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TERMS AND CONDITIONS
Run Dates:
If scheduled run date does not land on a business day, transaction will run at closest
business date.
PAC:
By signing this form, you (the bank account holder(s)) hereby waive any pre-notification
requirements as specified by sections 15(a) and (b) of the Canadian Payments Association
Rule H1 with respect to pre-authorized debits.
• You authorize Mackenzie Investments to debit the bank account provided for the
amount(s) and in the frequencies instructed.
• If this is for your own personal investment, your debit will be considered a Personal
Pre-authorized Debit (PAD) by Canadian Payments Association definition. If this is for
business purposes, it will be considered a Business PAD. Monies transferred between CPA
members will be considered a Funds Transfer PAD.
• You have certain recourse rights if a debit does not comply with this agreement. For
example, you have the right to receive reimbursement for any debit that is not authorized
or is not consistent with this pre-authorized debit agreement. To obtain more information
on your recourse rights, you may contact your financial institution or visit www.cdnpay.ca.
• You confirm that all persons whose signatures are required to authorize transactions in
the bank account provided have signed this agreement.
• You may change these instructions or cancel this plan at any time, provided that
Mackenzie Investments receives at least 10 business days notice. To obtain a copy of a
cancellation form or for more information regarding your right to cancel a pre-authorized
debit agreement, please consult with your financial institution or visit the Canadian
Payments Association website at www.cdnpay.ca. You agree to release the financial
institution of all liability if the revocation is not respected, except in the case of gross
negligence by the financial institution.
• Mackenzie Investments is authorized to accept changes to this agreement from my
registered dealer or my financial advisor in accordance with the policies of that company,
in accordance with the disclosure and authorization requirements of the CPA.
• You agree that the information in this form will be shared with the financial institution,
insofar as the disclosure of this information is directly related to and necessary for the
proper application of the rules applicable for pre-authorized debits.
• You acknowledge and agree that you are fully liable for any charges incurred if the debits
cannot be made due to insufficient funds or any other reason for which you may be
held accountable.
• You have requested this application form and all other documents relating hereto to be
in English. Vous avez exigé que ce formulaire et tous les documents y afférant soient
rédigés en anglais.
DCA:
For DCA, please make regular switches or withdrawals from the Starting Fund specified
in Table 6.3, to units of Mackenzie mutual funds indicated above (“Fund Direction”), in
the percentages shown. Please note that switches under Mackenzie DCA Service must be
within the same purchase option (FE to FE, BE to BE). The switch or withdrawal amounts
are pro-rated systematic switches or withdrawals from the Starting Fund to the Target
Fund(s). Where the selected switch or withdrawal date is not a business day, the switch
will be moved to the next eligible business day. At the end of the DCA Service any
distributions or interest paid on the Starting Fund will be moved to the Target Fund in
Table 5.3 with the lowest fund code number. You can terminate a DCA program at any
time before a scheduled switch date, as long as we receive at least three (3) business days’
notice, or by switching all of the applicable securities out of the Starting Fund.
GPS:
Client Authorization:
I (we) hereby agree to participate in the Mackenzie Guided Portfolio Service as described
in the simplified prospectus of Mackenzie Canadian Money Market Fund or the Simplified
Prospectus of other Mackenzie funds. I (we) hereby authorize Mackenzie Investments to
automatically rebalance my (our) account based on the rebalancing range and frequency
stated above by exchanging investments to return to my (our) target fund allocation if
one or more fund holding(s) vary by more than the selected rebalancing range. I (we)
acknowledge that other than an initial rebalancing from Mackenzie Canadian Money
Market Fund, rebalancing will be carried out in accordance with the section below. I (we)
understand that there may be tax implications for these transactions in non-registered
accounts. The Mackenzie Guided Portfolio Service will continue unless Mackenzie
Investments receives instructions from me (us) to suspend or discontinue the service. If
100% of one or more target funds within my target allocation are redeemed or exchanged/
transferred from the target fund allocation without providing Mackenzie Investments with
new standing instructions through my financial advisor, at the next scheduled rebalance,
the remaining funds in my current target mix will be proportionately reallocated across
those funds, including the fund(s) that were redeemed or exchanged/transferred out.
Mackenzie Guided Portfolio Service is described in the simplified prospectus of each fund
eligible for participation in it and that description, as may be amended from time to time,
is incorporated herein by reference.
Rebalancing:
Mackenzie Investments will monitor your portfolio at the frequency selected by you and
set forth in this agreement. Your portfolio holdings will be rebalanced on each “Rebalance
Date” (based on the frequency you selected) when the weightings attributable to any asset
class on the Rebalance Date differ by an amount equal to or greater than the rebalancing
range selected by you and set forth in the agreement. We will exchange holdings within
your account by buying or redeeming, on your behalf, funds the current weightings of
which deviate the greatest from their target weightings to ensure the fewest number of
trades occur and only to the extent necessary to ensure that none of the actual weightings
differ from the target weighting by more than the rebalancing band. No new funds will be
substituted in your portfolio without specific instructions from you and your Advisor. You
may, from time to time, instruct us to rebalance your portfolio outside of the frequency
set forth in this agreement. In those cases we will rebalance your portfolio based on the
parameters, other than rebalancing frequency, set forth in this agreement. You will not be
advised prior to the execution of the trades required to effect any rebalancing and you and
your Advisor hereby authorize Mackenzie Investments to make those trades.
Any changes to your Mackenzie GPS must be submitted to Mackenzie Investments through
the Mackenzie GPS Client Agreement Amendment Form.
General:
1. You may stop participation in Mackenzie Guided Portfolio Service at any time by providing
us with written notice. To restart your participation, you must submit a new Mackenzie
GPS Client Agreement Form.
2. You may change the instructions you have provided us at any time by providing us with
new instructions in an “Amendment to the Mackenzie GPS Client Agreement Form.”
3. Mackenzie Investments will have no liability for your investment and rebalancing decisions.
You should discuss these matters thoroughly with your financial advisor. Mackenzie
Investments makes no warranty as to the performance of any fund or portfolio. By signing
this agreement, you agree to bear all of the risks associated with your investment and
acknowledge that your financial advisor has explained to you all of the risks associated
with each investment, portfolio investing generally and asset allocation programs.
4. Mackenzie Investments may terminate this agreement at any time by providing written
notice to you.
5. If any provision of this agreement shall be held to be invalid, illegal or unenforceable, the
remaining provisions shall not in any way be affected or impacted.
6. This agreement shall be governed by the laws of the Province of Ontario.
PRIVACY PROTECTION NOTICE:
Mackenzie Financial Corporation (referred to in this Notice as “we”, “us”, “our”, and
“Mackenzie”) has always been committed to protecting the privacy of personal information
that we collect and maintain in the course of carrying on our business. This Notice
describes how we collect, hold, use, and disclose your personal information. Please read
this Notice and contact us through any of the means listed at the end of the document if
you have any questions. Members of the Mackenzie Group of Companies include any
affiliates or successor companies of Mackenzie whose business relates to a purpose
identified in this Notice. In this Notice, your “Dealer” refers to an individual or entity acting
or representing that it acts in connection with your investments as your investment advisor,
broker, or dealer, or on behalf of your investment advisor, broker, or dealer. By applying for
one of our products or services, you acknowledge and agree that your Dealer is your agent
and not our agent. We are entitled to accept and act on any notice, authorization, or other
communication that we believe in good faith to be given by you or your Dealer on your
behalf. We are under no obligation to verify that your Dealer is properly authorized to act
as your agent or is otherwise authorized to act on your behalf. 1. Client Record and
Personal Information: We hold the personal information we collect about you (and your
spouse and/or beneficiary as applicable) for the purposes identified in this Notice in a
record called the “client record”. Depending on the investment or service you request, the
personal information in your client record may include your name, address, telephone
number, social insurance number (“SIN”), birth date, account holdings, and the name,
address, and SIN of your spouse and/or beneficiary among other information. For example,
if you have established a pre-authorized payment plan, your financial institution account
number is also held in your client record. Where you provide personal information about
another individual, you represent to us that you are authorized to disclose such information
to us. 2. Providing Your Personal Information to us: When you or your Dealer complete an
application form or otherwise open an account with Mackenzie, you are providing personal
information to Mackenzie, including, where applicable, personal information concerning
your spouse and/or beneficiary, in order to: A. make an investment; B. provide instructions
about an investment you have made; or C. receive information related to an investment you
have made. Mackenzie collects this personal information, holds it in your client record, uses
it, and discloses it for the purposes identified in this Notice. 3. Collecting, Holding, Using,
and Disclosing Personal Information in Your Client Record: Mackenzie may collect, hold,
and use the personal information in your client record as well as collect personal
information from and disclose personal information to the third parties identified in
paragraph 4 for the following purposes: A. identifying you and ensuring the accuracy of
information contained in your client record; B. establishing and administering your account,
determining, maintaining, recording, and storing account holdings and transaction
information in your client record; C. executing transactions with or through Mackenzie
including transferring funds by electronic or other means; D. providing you and your Dealer
with account statements, transaction confirmations, tax receipts, financial statements,
proxy mailings, registered plan notices, and other information which you or your Dealer
may request as needed to service your account; E. verifying information previously given by
you with any other organization when necessary for the purposes provided in this Notice; F.
processing pre-authorized debit transactions; G. collecting a debt owed to Mackenzie; H.
engaging in the financing or sale of all or part of our businesses, reorganizing our
businesses, and obtaining and submitting insurance claims; and I. meeting legal and
regulatory requirements. 4. Third Parties: A. Mackenzie may collect your personal
information for the purposes identified in this Notice from third parties such as your Dealer,
other companies in the Mackenzie Group of Companies, other financial institutions and
mutual fund companies, and from third parties who represent that they have the right to
disclose the information. B. Mackenzie may transfer your personal information for the
purposes identified in this Notice to our service providers, such as account statement
preparation and mailing companies, courier companies, imaging companies, and document
storage companies. When Mackenzie transfers personal information to our service
providers, we ensure by contractual means that the transferred personal information is used
only for the purposes for which the service provider is retained and is protected to the same
degree as it is when in our possession. We may use service providers located outside of
Canada, and where we do, personal information may be disclosed in accordance with the
laws of the jurisdiction in which the service provider is located, including to the government
in that jurisdiction and its agencies. C. Mackenzie may disclose your personal information
to third parties where permitted or required by law, such as disclosure for tax purposes to
the Canada Revenue Agency. D. Mackenzie may disclose your personal information for the
purposes identified in this Notice to third parties such as your Dealer, third party service
providers, dataprocessing firms, other companies in the Mackenzie Group of Companies,
other financial institutions and mutual fund companies, and group plan administrators. If
you wish to withdraw consent to the continuation of this type of information sharing or
discuss the implications of such withdrawal, please contact us. Your decision to withdraw
consent may prevent Mackenzie from providing or continuing to provide products and
services to you because the disclosure to third parties is a necessary part of making the
product or service available to you. 5. Using Your SIN: By law, Mackenzie is required to use
your SIN when submitting tax reports to the Canada Revenue Agency. We may use your SIN
as an identifier for reasons such as consolidating your holdings so that fees associated with
your account are reduced or are not charged more than once, or that your mailings are
delivered in one envelope or are not duplicated. Also, we may share your SIN as a unique
identifier for the purposes identified in this Notice to third parties such as your Dealer,
group plan sponsor, and third party service providers. If you have any questions or concerns
about the use of your SIN please contact us. 6. Location of Your Client Record: Your client
record is kept in electronic, microfilm, or paper format primarily in Toronto, but it may also
be kept in other Canadian locations. To request access to your client record, please contact
us. 7. Changes to Your Personal Information: Please inform Mackenzie promptly of any
change in the personal information that you have provided. 8. Right to Access and Rectify
Personal Information: You are entitled to access, through a written request, the personal
information contained in your client record, subject to limited exceptions set out in law. You
may verify this personal information and request that any inaccurate information be
corrected. To access and correct your personal information, please contact us. 9. Resolving
Your Questions and Concerns: If your concerns about access to and/or the correction of
your personal information have not been resolved to your satisfaction, or if you have any
questions or other concerns about our management of your personal information, you can
contact the Privacy Compliance Officer, Mackenzie Financial Corporation, 180 Queen Street
West, Toronto, Ontario, M5V 3K1. You may also send an email to
privacy@mackenzieinvestments.com. If after contacting the Privacy Compliance Officer
your question or concern has not been resolved, we can direct you to the appropriate
federal or provincial Privacy Commissioner. Mackenzie Client Relations: Telephone:
1-800-387-0614 E-mail: service@mackenzieinvestments.com
Revised: January 2012
AP1200 11/20
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SYSTEMATIC PLANS INSTRUCTION FORM (Mackenzie Investments)

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Completed 21 June 2021

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