Forms & Documents Available Online

Simplified Prospectus 2007
The Simplified Prospectus (dated September 10, 2007) includes information on all of the Altamira mutual funds.

AMENDMENT to the Simplified Prospectus
Amendment 1 dated May 23, 2008.

Semi Annual Financial Statements
for the six months ended June 30, 2008.

Mutual Funds Financial Statements
For the year ended December 31st, 2007. 

The Annual Information Form
The Annual Information Form (dated September 10, 2007).

AMENDMENT to the Annual Information Form
Amendment 1 dated May 23, 2008.

Management Report of Fund Peformance
These documents contain information on each of the investment funds. Updated twice yearly (annually and semi-annually).

Proxy Voting Disclosure
In this section, you will find the Proxy Voting Record for securities held by the Altamira Funds.

IRC Report
Independent Review Committee of the Altamira Funds - 2007 report to Securityholders dated April 23, 2008

Your Personal Investor Profile (PIP)
To help you decide the right asset mix for your portfolio, the PIP includes the Investor Profile Questionnaire. Before you open any type of account take a few minutes to read this and complete the questionnaire to help determine what type of investor you are. Included is the Discretionary Management Agreement form, used only when you invest in a Managed Portfolio.

Investment Reference Sheet
Consult the Altamira Investment Reference Sheet to identify your investment choices. A convenient reference for Altamira fund codes.

RSP Application
Use this form to open a Retirement Savings Plan for yourself or your spouse. The same form is used for investment account applications, some sections will not apply to RRSP accounts.

RSP Loan Application
Use this form to take out a loan to help maximize your Retirement Savings Plan contribution.

440kb

Investment Account Application
Use this form to open an individual, joint or in trust for (ITF) account for non-registered investments with Altamira. The same form is used for RRSP account applications, some sections will not apply to investment accounts.

Third Party Supplement
This form is to be completed for all joint accounts or investment accounts where the Altamira client has indicated that a third party will have trading authority or any financial interest.

Corporate Resolution
Use this form to name the authorized person(s) who act on behalf of a Corporation, as well as who can open and trade in corporate accounts held with Altamira. 

Managed Portfolio Package for Investment/RSP Accounts
All the forms you need to invest in a Managed Portfolio in your RRSP or Investment account. Includes the Investor Profile Questionnaire, Discretionary Management Agreement, and Account Application.

Managed Portfolios Guide
Discusses the Managed Portfolios for both RRSP and Investment accounts.  You pick the one that matches your objectives and risk tolerance - we do the rest. Altamira Managed RIF Portfolios are also available - see RIF section below.

Managed Portfolio Package for RIF/LIF/LRIF Accounts
All the forms you need to invest in a Managed Portfolio in your RRIF. Includes the Investor Profile Questionnaire, Discretionary Management Agreement and Account Application. You determine the portfolio that matches your objectives and risk tolerance - we do the rest.

Managing your retirement income
A guide to managing your investments after retirement with a focus on the Registered Retirement Income Fund (RRIF) option. 

RIF/LIF/LRIF Account Application
Use this form to open a Retirement Income Fund, Life Income Fund, or Locked-In Retirement Income Fund account. 

RESP Application
Use this form to open a Registered Education Savings Plan Account. Open a 'Family Plan' for beneficiaries who are blood relatives; for example, children and grandchildren. Open a 'Non-Family Plan' for a single beneficiary of any relation to the subscriber.

Canada Education Savings Grant Application
This form is to be used when the RESP subscriber wishes to apply only for the Basic CESG.

Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application – Subscriber Only
This form is to be used when the RESP subscriber is the custodial parent or legal guardian and the primary caregiver of the beneficiary and wishes to apply for one or more of the incentives.

Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application
This form is to be used when the RESP subscriber wishes to apply for one or more of the incentives as well as for the Basic CESG. Each part of the form must be signed by the appropriate party.

Canada Education Savings Program Investment Instructions
Use this form to give us your instructions on how to invest all government grant monies ( for all beneficiaries on your RESP).

RESP Transfer Form
Complete this form to request and record a transfer between RESPs, typically from one institution to another. 

RESP Redemption Form
Use this form to make an RESP withdrawal to cover a beneficiary's educational expenses. 

Authorization for the Transfer of Registered Investments
Use this form for transfers between RRSPs (except transfers due to a death), transfers from an RRSP to a RRIF and transfers between RRIFs.

Beneficiary Designation
Use this form to designate or change the beneficiary(ies) on your RRSP, RRIF or LIF.  (Not applicable for plans opened in Quebec before 1994 and in certain provinces designations can only be made by will). 

Transaction Request
Use this form to purchase, sell funds and/or adjust your portfolio holdings by switching between funds in an existing account, or transfer between accounts with the same registration. 

Power of Attorney - registered accounts
Use this form to assign a third party power of attorney, enabling them to make inquiries and request transactions on your registered account(s). 

Client Information Update
Use this form to update the Know Your Client (KYC) information, which securities legislation requires us to have on file. 

Power of Attorney - investment accounts
Use these forms to permit trading by third party on an investment account. Package includes the Third Party Supplement and a Power of Attorney form.

MoneyLine
Use this application to sign up for MoneyLine service, which allows you to request transactions by telephone or on the Internet (additional registration required for online trading). 

AltaEasy
Use this form to set up an Automatic Investment Plan (AIP) or make changes to your existing AIP. 

AltaAccess
Access personal account information by telephone or Internet 24 hours a day, 7 days a week.

Altamira Advisor
Read our quarterly newsletter for insights on the economy and financial markets, informative fund-related articles, and valuable financial planning tips. 

Monthly Fact Sheets and Fund prospectus singles
Click here to customize which funds appear in your list of Fund Reports. All Managed Portfolio Reports are based on the RSP version of the Portfolio, which has the longest history.