Form 8 - Investment Information Summary

Key Information

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  1. Hover over the form name with your mouse
  2. Right-click and select “Save link as” to save the form. This will allow you to save the form in a location of your choosing (file folder, etc.). Note: Do not use the browser’s “Open” feature.
  3. Once saved, go to the location where you saved the form.
  4. Hover over the form name with your mouse
  5. Right-click and select “open with…” and in the menu select “Adobe Acrobat Reader

Form details

Form number: PF-151
Form title: Form 8 - Investment Information Summary
Sector: Pensions
Category:
Plan Filings
Purpose of form: To be used by plan administrators of defined benefit pension plans other than designated plans, and filed with FSRA.
Instructions on how to use the form:

User Guide

Note: Question 5.12 has been deleted.

Last update: 2024-06-24