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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.

 

Forms

Form Folder Advertising/Sales Communication Form
 
Form Folder Letter of Indemnity Record
 
Form Folder Client Compliant Form
 
Form Folder Update/Change
 
Form Folder AUM Tracker
 
Folder 3i
 
Form Folder Maintain your CE Credits
 
Form Folder Error Form
This form is to be used by a Branch/Branch Manager in the preparation of submitting to HO a report on each individual error. HO will prepare a report that will be shared with Branches on their monthly meeting.
Form Folder SA.com Network
 
Form Folder Network Information
 
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