Financial Community and Trustees

Trustee/Beneficiary disclosure requirements – Joint and Trust Account Disclosure By-law

Under the Canada Deposit Insurance Corporation Joint and Trust Account Disclosure By-law (Disclosure By-law) a member institution has the obligation to annually notify certain trustee depositors about their disclosure requirements.  The notification is to be sent during the month of April in each year and the trustee depositor must make its disclosure to the member institution by May 30th in each year.

A member institution may use this template (PDF, 193 KB) into its form of notice.

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