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FULL DISCLOSURE

The services of providing mutual funds and labour sponsored funds are offered through "3i Financial Investment Services Inc."

 

The services of providing life insurance and other non-investment plans are offered through "3i Financial Group Inc." Both are separate legal entities.

 

3i Financial Investment Services Inc. is a member of the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.

 

3i Financial Investment Services Form

 Name of Form  Size  Version  Action
       
New Account Application 2.6 MB  11 Jan v_11 Click here
Update and Change 881 KB  11 Jan v_8 Click here
Client Transaction 1.87 MB  11 Jan v_12 Click here
Dealer Transfer/Change 1.66 MB  11 Jan v_10 Click here
Letter of Indemnity (LOI) 197 KB  09 Aug v_3 Click here
Power of Attorney 250 KB  09 Mar v_2 Click here
Limited Trading Authorization (LTA) 2 MB  10 Dec v_3 Click here
Client Disclosure Handout 3.23 MB 11 Jan v_7 Click here
Fee Based Agreement  space 10 Nov v_1 Click here 
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