13 September 1989 Ruling 74221 F - Investment Requirements for RPP

By services, 18 January, 2022
Official title
Investment Requirements for RPP
Language
French
CRA tags
n/a
Document number
Citation name
74221
Severed letter type
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
631467
Extra import data
{
"field_external_guid": [],
"field_proprietary_citation": [],
"field_release_date_new": "1989-09-13 08:00:00",
"field_tags": []
}
Main text
  September 13, 1989
Mrs. Pat Robusky Financial Industries Division
Registered Pension & Maureen Shea-DesRosierss
Deferred Income Plans 957-8953
Cumberland Street
Attention:  M. Bennett File No. 7-4221

Subject: Your file HAU 8224-9073

This is in reply to your memorandum of August 4, 1989 and our telephone conversation (Robusky/Shea-DesRosiers) of September 6, 1989 concerning the review of the section entitled "Other Investments" in as per the request made to you by the 19(1) .

It is the Department's policy to advise taxpayers that, as stipulated in Information Circular 72-13R8 at paragraph 13, unless a trusteed plan is registered under a provincial statute that controls plan investments, or the federal Pension Benefits Standards Act, 1985, the plan must contain a requirement that all investments and re-investments will conform to the investment requirements of section 9 of the Pension Benefits Standards Act, 1985 and section 6 and Schedule III of the Pension Benefits Standards Regulations, 1985.

It should be noted that this Department does not administer the Pension Benefits Standards Act, 1985.

We trust that the above information will be of assistance to you.

ChiefDeferred Income Plans &Trusts SectionFinancial Industries DivisionRulings Directorate