OTG provides financial planning advice and services to active and retired educators – all at no cost.
Call us at
1-800-263-9541
or 416-752-6843

The Following documents require the free Adobe Acrobat Reader Plugin®, please get the plugin by clicking on the image to the left.
     

Automatic Chequing Form

To download the Applications Form, click here or on the image.

 

Investment Application

To download the Application Form, click here or on the image.

     

Transaction Request Form

To download the Transaction Request Form, click here or on the image.

 

Transfer Authorization Form

To download the Transfer Authorization Form, click here or on the image.

     

Risk Disclosure Form

To download the Risk Disclosure Form, click here or on the image.

 

Know Your Client Form

To download the Know Your Client Form, click here or on the image.

     

Appointment or Change of Beneficiary

To download the Appointment or Change of Beneficiary Form, click here or on the image.

 

Self-Directed Application

To download the Self-Directed Application Form, click here or on the image.

     

OTG Advantage Mortgage Application

To download the OTG Mortgage Application Form, click here or on the image.

 

RESP Family Application Form

To download the RESP Family Application Form, click here or on the image.

     

RESP Individual Application Form

To download the RESP Individual Application Form, click here or on the image.