Resources

Tax Information

AGF Funds / Elements Available Online Target Mailing Date
Advisor: Annual AGF Statements (including copies of T5008 and R18, My Book only)

Statements: January 12th, 2018

Tax:  January 23rd, 2018

Mailed: January 19th, 2018
Investor: Annual AGF Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts, if applicable)

Statements: January 12th, 2018

Tax:  January 23rd, 2018

Mailed: January 31st, 2018
January Monthly contribution First 60 Day Receipt February 9th, 2018 Mailed: February 14th, 2018
February Monthly contribution First 60 Day Receipt March 7th, 2018 Mailed: March 12th, 2018
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) January 23rd, 2018 Mailed: January 31st, 2018
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) January 23rd, 2018 Mailed: January 31st, 2018
T5008 and Relevé 18 Tax Slips (Stand-alone) January 15th, 2018 Mailed: January 31st, 2018
T4RIF and Relevé 2 Tax Slips January 30th, 2018 Mailed: February 6th, 2018
T4RSP and Relevé 2 Tax Slips January 30th, 2018 Mailed: February 6th, 2018
T4A (RESP) Tax Slip and Relevé 1 January 30th, 2018 Mailed: February 6th, 2018
NR4 Non Resident Tax Slips January 30th, 2018 Mailed: February 6th, 2018

 

 

 

Harmony Available Online Target Mailing Date
Advisor: Annual HAR Statements (including copies of all tax slips except Remainder of Year RSP Contribution Receipts)

Statements: January 12th, 2018

Tax:  January 15th, 2018

Mailed: January 25th, 2018
Investor: Annual HAR Statements (including T5008, R18, T3, R16, T5, R3 and Remainder of Year RSP Contribution Receipts)

Statements: January 12th, 2018

Tax:  January 15th, 2018

Mailed: January 25th, 2018
January Monthly contribution First 60 Day Receipt February 9th, 2018 Mailed: February 14th, 2018
February Monthly contribution First 60 Day Receipt March 7th, 2018 Mailed: March 12th, 2018
Daily First 60 Day Contribution Receipts Within 48 hours of settlement Daily with confirmation of trade activity
T3 and Relevé 16 Tax Slips (Stand-alone for nominee and intermediary accounts) January 15th, 2018 Mailed: January 26th, 2018
T5 and Relevé 3 Statement of Investment Income (Stand-alone for nominee and intermediary accounts) January 15th, 2018 Mailed: January 26th, 2018
T5008 and Relevé 18 Tax Slips (Stand-alone) January 15th, 2018 Mailed: January 26th, 2018
T4RIF and Relevé 2 Tax Slips January 29th, 2018 Mailed: January 31st, 2018
T4RSP and Relevé 2 Tax Slips January 29th, 2018 Mailed: January 31st, 2018
NR4 Non Resident Tax Slips January 29th, 2018 Mailed: January 31st, 2018