SMI
Self Directed Registered Plans
Fee
Schedule
Sterling will pay the
trustee fee for all Discount Client accounts with over $50k of Eligible Mutual Fund Products***
| FEE | TAX | TOTAL | |
| Plan Fee | $ 75.00 | $4.50 | $79.50 |
| Additional Plan | $ 35.00 | $2.10 | $37.10 |
| Partial Withdrawal | $ 50.00 | $3.00 | $53.00 |
| Full Withdrawal | $125.00 | $7.50 | $132.50 |
| RRIF Manual Check | $10.00 | $0.60 | $10.60 |
| Custodial Fee | $25.00 | $1.50 | $26.50 |
| Account Research Fee $25.00/per hour | $25.00 | $1.50 | $26.50 |
Why a Self Directed Plan?
Your SMI Self Directed Plan allows you to plan for your retirement and use all
the investment advantages allowed under the current tax laws. These include
maximizing foreign content and holding a mixture of investments in one easy to
manage plan.
Your plan will be registered with Revenue
Canada and we will fulfill all the reporting requirements as required by law.
Federal and provincial tax receipts will be issued.
Best of all, you no longer have to deal with a third party when planning your
future.
* Fees are charged per plan per calendar year and payable on November
1.
**The Stock/Bonds Custodial Fee is payable in addition to the regular trustee
fee.
*** Eligible fees include all mutual funds which pay service/trailer fees
Sterling Mutuals Inc is a designated agent for the Concentra Trust.