Forms - Agora Dealer Services

Making it Easy

Agora provides flexibility to meet your needs, whether it’s digital or paper-based account opening and transactions.

AGORA ADVISOR-CLIENT PORTAL

Gain access to our Advisor-Client portal for the dynamic assembly of account opening and transaction documents along with the workflow capabilities for capturing multiple signatures.

Get Access!

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ACCESS FILLABLE PDF FORMS BELOW

Once the forms are completed and approved by your dealer, please fax to 1-888-642-4312.

Account Opening Forms

Transaction Forms

Locked-in Addendum

Federal Addendum	Agora FED LIF Agora FED RLIF Agora FED LRSP Agora FED RLSP
Provincial Addendum-ON	Agora ON LIF Agora ON LIRA
Provincial Addendum-SK	Agora SK LIRA Agora SK PRIF
Provincial Addendum-AB	Agora AB LIF Agora AB LIRA
Provincial Addendum-MB	Agora MB LIF Agora MB LIRA Agora MB PRIF
Provincial Addendum-BC	Agora BC LIF Agora BC LIRA
Provincial Addendum-NS	Agora NS LIF Agora NS LIRA
Provincial Addendum-QC	Agora QC LIF Agora QC LIRA

CRA Forms

Other Forms

SEND It TO US

Once the forms are completed and approved by your dealer, please forward them to Agora Dealer Services.