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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.

 

Form Center

3i Financial Investment Services Inc Mutual Fund Dealer's Form Click here
Investment Loan Strategy   (A-C)  Forms required to process a Investment Loan Strategy. Part 1/2 Click here
Investment Loan Strategy   (C-Z) Forms required to process a Investment Loan Strategy. Part 2/2 Click here
TSFA Applications Forms required to open an account.  Click here 
RRSP Loan  RSP Loan Application Form Click here
RESP Registered Education Savings Plan Application Form Click here
Registered Account            (A-D)  Registered Account (RRSP, LIF, RRIF) Application Form and Transfer Forms Part 1/2 Click here
Registered Account             (E-V) Registered Account (RRSP, LIF, RRIF) Application Form and Transfer Forms. Part 2/2 Click here
Non Registered Account  Non Registered Account Application Form   Click here
Government Forms  RESP Transfer, Canada Learning Bond, Consent Forms, Home Buyers' Plan (HBP), SIN Application, etc etc Click here
 
     
     
     
     
     
     
     
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