Downloads

Wealth Management

Account Opening Forms

• W.M - Corporate Forms
• W.M - Individual Forms
• W.M - In-Trust-For Forms
• W.M - Joint Forms
• W.M - Purchase Form

Other Forms

• Beneficiary Designation Form
• Customer Information Amendment Form
• W.M - Withdrawal Form
• Indemnity Form
• Investment Management Agreement

PSL Unit Trust Forms

Account Opening Forms

• CIS - Corporate Account
• CIS - Individual Account
• CIS - In-Trust-For Account
• CIS - Joint Account

Other Forms

• CIS - Purchase Form
• CIS - Standing Instruction Amendment Form
• CIS - Standing Instruction Form
• CIS - Stoppage Form
• CIS - Withdrawal Form
• Indemnity Form

Prospectus & Brochures

Prospectus

• PSL Fixed Income Unit Trust Prospectus

Brochures

• PSL Fixed Income Unit Trust Brochure

Unit Trust Fund Fact sheets

2023

• Fact Sheet - March 2023
• Fact Sheet - April 2023
• Fact Sheet - May 2023
• Fact Sheet - June 2023
• Fact Sheet - July 2023
• Fact Sheet - August 2023
• Fact Sheet - September 2023
• Fact Sheet - October 2023
• Fact Sheet - November 2023
• Fact Sheet - December 2023

2024

• Fact Sheet - January 2024
• Fact Sheet - February 2024
• Fact Sheet - March 2024