Section 1: Overview

1.01 – Purpose of Investment Options and Administration

This Investment Options and Administration Policy (the “Policy”) provides the framework for the selection and monitoring of the investment options offered to participants in the CBA Financial Services (“CBAF”) Group Registered Retirement Savings Plan (“GRRSP”). The Policy also provides context on the administrative responsibilities with respect to the GRRSP. Specifically, this Policy addresses:

  1. the purpose of the GRRSP;
  2. the method of structuring, selecting and monitoring the investment options;
  3. the objective, style and performance benchmarks for each investment option;
  4. the responsibilities of certain parties involved in the administration of the GRRSP, as well as rights and responsibilities of participants.

1.02 – Role of CBAF

CBAF is engaged in making available this GRRSP to members of the Canadian legal community. CBAF is responsible for the administration of the GRRSP, including developing, monitoring and amending this Policy.

1.03 – Participation in the GRRSP

This GRRSP is available to members of the legal community, including (i) judges, lawyers, law students and notaries of the Province of Quebec and their spouses and children, (ii) law firms, (iii) employees of judges, lawyers, and such notaries, (iv) employees of the Canadian Bar Association and the Canadian Bar Insurance Association (“CBIA”) and (v) licensed life insurance agents and agencies associated with CBIA.

1.04 – Purpose of the GRRSP

The purpose of the GRRSP is to afford participants the following advantages:

  1. deferment of taxable income;
  2. tax-sheltering of investment income;
  3. access to investment opportunities unavailable outside the GRRSP (e.g., institutional investment option managers);
  4. access to investment education tools;
  5. competitive investment management fees; and
  6. assistance with investment selection.
[whohit]Investment Policy Statement: Section 1[/whohit]
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Contact Us

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please contact us at

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