Reports the dispositions of securities during the year, such as sales and redemptions, often alongside a trading summary that shows cost and gain or loss detail. Quebec residents also receive a Relevé 18.
By the last day of February. If a deadline falls on a weekend or public holiday, it moves to the next business day.
Yes. Intelligent Document Processing reads the T5008 slip and captures fields such as recipient name and account number, security description, quantity, with a confidence score on every field and human review for anything uncertain.
Bulk-deliver every t5008 slip to the right client or partner firm vault, with a delivery record for each file. Intelligent Document Processing reads each T5008 slip and captures its key fields, ready for your systems.