In 2004 the regulators created guidelines regarding the operation of a Capital Accumulation Plan (CAP) within Canada. The OHHA Group RRSP qualifies as a CAP program.
Under these guidelines OHHA, Manulife, and you the – plan member – all have certain responsibilities to ensure adherence to the guidelines. The purpose of this correspondence is to highlight the responsibilities of plan members.
First and foremost, always ensure that the OHHA office is kept up to date on your contact information. If you move and don’t inform us we may not be able to direct your account statements, tax receipts, etc.
Plan member have three main responsibilities regarding their OHHA Group RRSP account:
Click here to find out more about the CAP Guidelines.