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    Changes to Registered Plans effective September 30, 2025 

    We're making a small change to how registered contracts are administered – but it won't affect your investments or how you access them. 


    Right now, registered deposits (RRSP, TFSA, RRIF, FHSA) with our organization are held under the Connect First Credit Union Ltd specimen plan trusteed by Concentra Trust.

    At our request, the Trustee has agreed to the transfer of your registered contract(s) to other specimen plans, which are issued by Servus Credit Union Limited, effective September 30, 2025. All administration and processing continue to be conducted directly at Servus Credit Union Ltd. 

    What this means for you: 

    • No action needed. We'll take care of everything.
    • Your investments stay the same. Rates, maturity dates, and other details won't change.
    • Same access. You'll still see your registered products in online banking and on your statements.
    • Same contract number. No need to update anything.

    About your 2025 tax documents: 

    • Tax slips for withdrawals and deposits made between January 1 and September 30, 2025, will show Connect First Credit Union.
    • Tax slips for withdrawals and deposits made between October 1 and December 31, 2025, will show Servus Credit Union.
    • All slips will be mailed to you in early 2026.

    We recommend reviewing and downloading the applicable Terms and Conditions for reference purposes.

    Terms and Conditions

    Contact our Member Contact Centre at 1-866-923-4778 with any questions about this change.

     

     

    Frequently asked questions

    As part of the merger between Servus Credit Union and Connect First Credit Union, all registered products will be part of a plan administered and processed by Servus Credit Union.

    Unless you’ve been contacted directly about a change, your investments will remain the same and rates, maturity dates, and other details won't change.

    • Tax slips for any applicable withdrawals and deposits made between January 1 and September 30, 2025, will show Connect First Credit Union.
    • Tax slips for any applicable withdrawals and deposits made between October 1 and December 31, 2025, will show Servus Credit Union.
    • All slips will be mailed to members in early 2026.

    You can continue to access your investment information in online banking and on your statements.

    Your branch will contact you to discuss the options for these plans.