SSTS – Summary of Securities Transactions
This summary is mailed to all non-registered accounts and shows all securities acquisitions and dispositions for the calendar year. This includes trading, reorganizations, redemptions, warrant and right exercises and expiries, etc. This summary will be mailed before January 31, 2012.
Only the disposition information from these summaries is forwarded to CRA on a separate file known as the T5008- Return of Securities Transactions and Trading Summary.

T5-Statement and Summary of Investment Income
All investors who reside in Canada and receive $50 or more in investment income (from interest or dividends) will receive a T5 form. Income on mutual funds is reported directly to clients by the Mutual Fund Company. These forms will be mailed on or before March 1, 2012.

T3 – Statement of Trust Income Allocations
All investors who receive Canadian Trust Unit income will receive a T3 form. Income on mutual fund holdings will be reported directly to clients by the Mutual Fund Company. This form will be mailed on or before March 31, 2012.
Income Trusts often modify their tax information in the first 90 days after their year-ends. When this occurs, Leede must re-issue an amended T3, so it is wise to wait until after March 31, 2012 to file.

NR4 – Canadian Income Paid to Non-residents of Canada
All investors who are non-residents will receive an NR4 form for income received over $50.00. Non-resident taxes withheld are also reported on the NR4. These forms will be mailed on or before March 31, 2012.

T4A – Statement of Pension, Retirement, Annuity and Other Income
This form is issued when funds have been withdrawn from an RESP. For accumulated income payment withdrawals, a T4A is issued to the Contributor of the RESP. For education assistance payments, a T4A is issued to the recipient of the payment. These forms will be mailed on or before March 1, 2012.

T5013/T5013A – Statement of Partnership Income
This form reports information concerning Canadian Limited Partnership Units. As with T3 reporting, Partnerships often report and modify their tax information so it is prudent to wait until after March 31st to file. These forms will be mailed on or before March 31, 2012.

FOR REGISTERED ACCOUNTS

T4RSP & T4RIF – Statement of Income from an RRSP or RRIF
These forms will be mailed on or before March 1, 2012.

NR4- RRSP and RRIF – Statement of Income from an RRSP or RRIF paid to non-residents
These forms will be mailed on or before March 1, 2012.

RRSP Contribution Receipts – Reporting of RRSP contributions made
Receipts will be mailed the first week of January, 2012 for any contributions made from March 2011 to December 31, 2011. Contributions made in January of 2012 up to and including the last day, March 1st, 2012, will be mailed on a bi- weekly basis.

Tax Free Savings Accounts – There are no forms provided to clients for TFSA accounts to track contribution or withdrawal amounts. Leede monthly statements will provide information about all contributions, purchases, sales or withdrawals. Leede must file with CRA for clients with any contributions, withdrawals, and any non-qualified client holdings on or before February 29, 2012. Leede will provide a TFSA Non-Qualified Summary to any client who held a Non-Qualified holding for the 2011 tax year on or before February 15, 2012.

Booth #804
Vancouver Resource Investment Conference
January 22 – 23, 2012 (Sunday & Monday) 10:00am to 5:00pm
Vancouver Convention Center West
1055 Canada Place
Vancouver, BC

Pre-Register Now for FREE Admission at cambridgehouse.com or pay $20 at the door:

http://cambridgehouse.com/conference-details/vancouver-resource-investment-conference-2012/54

• Monday, December 26, 2011 in lieu of Christmas Day
• Tuesday, December 27, 2011 in lieu of Boxing Day
• Monday, January 2, 2012 in lieu of New Year’s Day

Canadian markets will be closed on the same dates, and US markets will be closed on December 26th and January 2nd. Our Trade Desk will be open on December 27th for US orders.

Please note the last day for tax loss selling for Canadian securities is December 23rd, and for US securities is December 27th.

From all the staff at Leede Financial Markets, we wish you and your family a happy holiday season!

Sign up for eDocs and receive your 2011 tax forms electronically through your eDocs profile.  In addition to having access to your month-end statements and trade confirmations, you will have access to the following documents (if applicable) in one location:

• Summary of Securities Transactions

• T5/T3/T5013/NR4 income slips

• RRSP, RRIF, and RESP related slips

Help the environment and simplify your life!  Sign up now by completing the eDocs Consent and forwarding to your Investment Advisor.

The clip is available at the following link on the BNN website: http://watch.bnn.ca/#clip559382

During the Canada Post mail disruption, we want to remind our clients of the electronic options available to you with regards to your accounts:

Depositing Funds

Clients can deposit funds to their Leede accounts via Internet or Telephone Banking through their financial institutions.

Clients simply have to register their Leede account number as a bill, and then make a bill payment to transfer the desired amount.

Withdrawing Funds

Funds can be directly deposited into your bank account by way of Electronic Fund Transfer (EFT).

Funds requested prior to 8:00am generally appear in your bank account the next business day. Please note some financial institutions may take longer to process credits to your account.

There is no hold period for such funds. Clients have access to the funds as soon as they arrive.

To set up this service, please sign the Direct Deposit Enrollment Form and return a copy of a VOID cheque to your Investment Advisor. Copies, faxes or scans of the documents are acceptable.

Trade Confirmations and Monthly Statements

Clients can access their trade confirmations and monthly statements electronically through the Leede Financial website.

Clients receive an email notification each time a confirmation or statement is ready to be viewed.

All confirmations and statements are saved for up to 7 years, providing you a convenient way to keep your statements organized.

To sign up, please sign the eDocs Electronic Statements Enrollment Form and return it to your Investment Advisor. Faxes or scans are acceptable.

We have listened to your feedback and comments. The new website is designed to be more user-friendly and contains more comprehensive content including downloadable forms and investor resources.

We invite you to take a moment and look through the new content and welcome your feedback as we continue to improve this site.

You will now be able to sign up to receive free electronic access to your Account Statements, Trade Confirmations, and Tax Documents.

You can help reduce the environmental impact of producing hard copies of Accounts Statements and Trade Confirmations that are mailed to your home by registering for electronic delivery today.

Enjoy all these benefits when you sign up for eDocs:

• Quick and Easy Access
• Convenience and Flexibility
• Access up to 7 years of statements
• Security and Privacy
• Environmentally Responsible
• It’s free!

Download the eDocs Enrollment Form or contact your Investment Advisor.