Total LIRA or LIF: NOTE 17: Registered Education Savings Plan or Registered Disability Savings Plan Note: The RESP should only appear in the subscriber’s personal balance and the value is equal to contributions made. The total value of the RDSP should appear in the beneficiary’s personal balance sheet. NOTE 18: Accounts payable Description Maturity date Interest rate Amount ($) 1) 2) 3) 4) NOTE 19: Personal loans Original amount Description Date of loan Date of maturity Payments ($) Interest rate Balance ($) ($) 1) 2) 3) 4) NOTE 20: Mortgage Date of Date of Payments Original Lender Description Frequency Interest rate Balance ($) loan maturity ($) amount ($) 1) 2) 3) NOTE 21: Investor profile Combined Gap Registered Non-registered Asset category % % Profile (%) investments ($) investments ($) (%) (%) Liquid securities Fixed-income securities Growth securities
Total LIRA or LIF: NOTE 17: Registered Education Savings Plan or Registered Disability Savings Plan Note: The RESP should only appear in the subscriber’s personal balance and the value is equal to contributions made. The total value of the RDSP should appear in the beneficiary’s personal balance sheet. NOTE 18: Accounts payable Description Maturity date Interest rate Amount ($) 1) 2) 3) 4) NOTE 19: Personal loans Description Date of loan Date of maturity Payments ($) Interest rate Original amount ($) Balance ($) 1) 2) 3) 4) NOTE 20: Mortgage Lender Description Date of loan Date of maturity Payments ($) Frequency Interest rate Original amount ($) Balance ($) 1) 2) 3) NOTE 21: Investor profile Asset category Registered investments ($) % Non-registered investments ($) % Combined (%) Profile (%) Gap (%) Liquid securities Fixed-income securities Growth securities
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