Pilot Supplementary for Quarterly Survey of Trusteed Pension Funds

Pilot Supplementary for Quarterly Survey of Trusteed Pension Funds
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For Information onlyThis is an electronic survey example for information purposes only. This is not a working questionnaire.

General Information

Enter Respondent # and Company Name;
enter mailing address if different from previous quarter.

  • 1: Respondent #
  • 2: Company Name
  • 3: Attention
  • 4: Address
  • 5: City
  • 6: Province
  • 7: Postal Code

Purpose

The Pension Fund Services Price Index (PFSPI) measures quarterly price changes over time for pension fund services in Canada.

Additional information

Your information may also be used by Statistics Canada for other statistical and research purposes. For more information on this survey, please access www.statcan.gc.ca/survey-enquete/index-eng.html

Authority

This information is collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19. COMPLETION OF THIS QUESTIONNAIRE IS A LEGAL REQUIREMENT UNDER THIS ACT.

Confidentiality

The Statistics Act protects the confidentiality of information collected by Statistics Canada. Statistics Canada is prohibited by law from releasing any information it collects which could identify any person, business, or organization,unless consent has been given by the respondent or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes.

Record linkage

To enhance the data from this survey, and to minimize the reporting burden, Statistics Canada may combine it with information from other surveys or from administrative sources.

Security of emails and faxes

Statistics Canada advises you that there could be a risk of disclosure during the transmission of information by facsimile or email. However, upon receipt, Statistics Canada will provide the guaranteed level of protection afforded all information collected under the authority of the Statistics Act.

Disbursements and net realized losses for 3 months preceding quarter ending date ($'000)

Administration costs (include only if charged to the fund)

Of which administrative operation costs 203a
Of which investment management costs 203b
Of which investment management costs related to fund's performance 203c
Market value of assets according to which line 203c is calculated 203d

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