Sample caisse statement of account

The monthly statement provides complete information about your account every month. It is divided into sections that apply to your account: transactions, savings and investment, line of credit, loans and service charges.

And you can save all of this information on your computer!

1 - Transactions
A) Date transaction code for easy reading.
B) Type of transaction (payment, withdrawal, deposit, transfer, cheque, Interac purchase) and where it was made (AccèsD Internet, ATM, counter).
C) Fees for each transaction.

2 - Savings and Investment
Information organized by type (e.g. retirement products, market-linked guaranteed investments, etc.)

3 - Line of credit
Lists the current interest rate, your authorized amount and how much is still available.

4 - Loan
Details about your loan payments, interest and capital, including interest rate and maturity date.

5 - Service charges
Service charges summary and exemptions, depending on your account and plan.