Personal banking – Legal documents

See the contracts, terms, policies, agreements, and guides related to the migration of your products and services.

Download the documents

Learn more about your new National Bank banking products and services. View and download (PDF) our contracts, terms, policies, agreements, declarations and guides.

Access to Funds Policy
Declaration of trust – National Bank Saving and Investments self-directed retirement saving plan
Declaration of trust – National Bank Saving and Investments self-directed retirement income fund
Declaration of trust – National Bank Saving and Investments self-directed tax-free savings account
Declaration of trust – National Bank Saving and Investments self-directed tax-free first home saving account
Declaration of trust Natcan trust company retirement income fund
Declaration of trust Natcan trust company retirement savings plan
Declaration of trust tax-free first home savings account of National Bank of Canada
Declaration of trust tax-free savings account of National Bank of Canada
Deposit Account Agreement
Fee Guide for Personal Banking Solutions
National Bank Saving and Investments self-directed education savings plan terms and conditions (individual plan)
National Bank Saving and Investments self-directed education savings plan terms and conditions (family plan)
National Bank Savings and Investment Investment Account Agreement
Personal Bank Holding Account Agreement
Product and service migration guide – Investment products
Product and service migration guide – Investment products - Reference Documents
Product and Service Migration Guide – Personal

Comparison of contracts before and after the migration