A-6.001, r. 9 - Regulation respecting savings products

Full text
5. A participant may hold savings products in one or more of the following accounts:
(1)  an Épargne Placements account;
(2)  a Tax-Free Savings Account (TFSA) or a Tax-Free First Home Savings Account (FHSA) within the meaning of the Taxation Act (chapter I-3) or the Income Tax Act (R.S.C. 1985, c. 1 (5th Suppl.)), or any other account of the same nature, insofar as the accounts are offered by Épargne Placements Québec; and
(3)  an account relating to a registered plan within the meaning of the Taxation Act or the Income Tax Act, in which the participant’s securities are held by a trustee in the participant’s name, such as a retirement savings account, an education savings account or a disability savings account, or an account associated with a retirement fund or other fund or plan of the same nature, insofar as the accounts are offered by Épargne Placements Québec.
O.C. 1129-2008, s. 5; O.C. 767-2020, s. 2; O.C. 1528-2023, s. 1.
5. A participant may hold savings products in one or more of the following accounts:
(1)  an Épargne Placements account;
(2)  a Tax-Free Savings Account (TFSA) within the meaning of the Taxation Act (chapter I-3) or the Income Tax Act (R.S.C. 1985, c. 1, 5th Suppl.), or any other account of the same nature, insofar as the accounts are offered by Épargne Placements Québec; and
(3)  a registered account within the meaning of the Taxation Act or the Income Tax Act, in which the participant’s securities are held by a trustee in the participant’s name, such as a retirement savings account, an education savings account or a disability savings account, or an account associated with a retirement fund or other fund or plan of the same nature, insofar as the accounts are offered by Épargne Placements Québec.
O.C. 1129-2008, s. 5; O.C. 767-2020, s. 2.
5. A participant’s securities portfolio may contain one or more of the following accounts:
(1)  an Épargne Placements account in which all the savings products acquired by a participant are held, other than products held in an account referred to in paragraph 2 or 3;
(2)  a Tax-Free Savings Account (TFSA) within the meaning of the Taxation Act (chapter I-3) or the Income Tax Act (R.S.C. 1985, c. 1, 5th Suppl.), or any other account of the same nature, insofar as the accounts are offered by Épargne Placements Québec; and
(3)  a registered account within the meaning of the Taxation Act or the Income Tax Act, in which the participant’s securities are held by a trustee in the participant’s name, such as a retirement savings account, an education savings account or a disability savings account, or an account associated with a retirement fund or other fund or plan of the same nature, insofar as the accounts are offered by Épargne Placements Québec.
O.C. 1129-2008, s. 5.