ScotiaMcLeod's Group Plan Administration Fees
Since 2002, ScotiaMcLeod's fee schedule has been revised to ensure that all group plan members
continue to receive a fee saving and all the services and benefits of our
Group RSP plans.
Annual Self-Directed RSP Administration Fee: $90 per account, charged in September -
This is a significant saving over the normal $125 year fee charged by most full service
investment firms. This fee is waived for any accounts over $100,000 on August 31.
Charged to accounts in September. (This is a significant
saving over the normal $125 year fee charged by most full service investment
firms.) Click here for a listing of
what your RSP Administration fee covers.
Partial / Full Transfer out fee: $25 - $125
Mutual fund purchase/sale charge: No purchase or sales fees. All "load" funds are available
on a no load (0% front end) basis. This is a significant savings.
ScotiaMcLeod Mutual Fund switch fee within the same fund family: $0*
* Some fund families charge a fee for frequent switches or short holding
periods, consult fund prospectus for complete information
Stock trades, minimum commission: $125
For a complete listing of miscellaneous fees, please consult the ScotiaMcLeod fee schedule
mailed each January.
Online access,
monthly/quarterly statements, performance
monitoring and reports, all at no charge.
Members receive all the financial planning services and advice offered by your
Wealth Advisor and team at no charge.
Please contact your ScotiaMcLeod Wealth Advisor directly for more information or for investment advice tailored to your personal situation.
The information contained on this website is for use by persons resident in Canada only.
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