Change coming in trustee for registered accounts | MAXA Financial | Discussion forum

It looks like part of the transition to Assiniboine involves changing the trustee arrangements of registered deposits, like TFSA, or in my case LIRA. I got the message below from MAXA and have downloaded the new Trust agreement for my funds. Is there anything I should be on the lookout for when reviewing this new Declaration of Trust?

Currently, the TFSA funds you have on deposit with our credit union are held under the Westoba Credit Union Tax-Free Savings Account specimen plan, trusteed by Concentra Trust.

At our request, the Trustee has agreed to the transfer of your TFSA contract(s) to another specimen plan, known as the Outlook Financial – A Division of Assiniboine Credit Union Tax Free Savings Account, which is also trusteed by Concentra Trust. All administration and processing continues to be conducted directly at the credit union. Your TFSA contract(s) will be amended effective January 1, 2026, to conform to this new plan..

The Declaration of Trust governing this new plan can be found by visiting Outlook Financial website, by clicking the URL below....

We suggest that you retain this Declaration with your other TFSA documents for reference.

This amendment does not alter the investments held in your TFSA contract in any fashion. Funds remain on deposit at the credit union with interest rates and investment terms remaining unchanged.