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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 Inc

 Name of Form  Size  Version  Action
       
New Account Application 2.6 MB  07 Nov V_6 Click here
Update and Change 881 KB  07 Nov V_4  Click here
Client Transaction 1.87 MB  08 Aug V_7 Click here
Dealer Transfer/Change 1.66 MB  07 Nov V_5  Click here
Letter of Indemnity (LOI) 197 KB  07 Nov V_1  Click here
Power of Attorney 250 KB  07 Nov V_1  Click here
Limited Trading Authorization (LTA) 2 MB  07 Nov V_1  Click here
Client Disclosure Handout 1.72 MB

08 FEB V_1

 Click here
Commission Rebate Disclosure 813 KB  09 JAN V_1  Click here
Outside Business Activity Disclosure Form      Click here 
       
       
       
       
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