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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.

 

Investment Loan Strategy (A-C)

Please let us know if a form is out dated or is not available by clicking here.  

Investment Loan Strategy Description of form  file name/version date of document
Acuity Accelerator Application  817-07-200EP 04/05/2006
  B2B Investment Loan Guide  35701-2  02/2005
  Disclosure Document   30016-6  11/2001
  Financial Information Index   ACU-FIA  
  Investment Loan Program  ACU-ILP  
  Letter of Privilege  35155-5  12/2004
  Pledge Letter   30017-9  03/2002
       
 AGF Trust ILP Reference Guide   TRU079  06/05
AGF Trust Application Form   App_Form 2006 
  Investment Account App  InvestApp  
  Collateral Agency Agreement  AGF-CAA  
  AGF App. Form with Codes   AGF-APPCODE  
  Letter of Assignment  TRU047  05/03
  Advisor Online User Guide  Onlineguide  
       
AIC  Upvest Application  AIC1060-E   05/01/2007
  Letter of Privilege  AIC1032-E  817-03-207E (12-2006) 
       
 B2B Trust  Guide  PDF  (05/2007)E 
  Overview  PDF  (05/2007)E 
1 For 1 Investment Guide  30257-5 10/2002
  2 For 1 Investment Guide  30119-4 08/2003
  100% Investment Loan  30123-3 03/2002
  Accelerator Application   817-07-201E 08/03/2005
  Disclosure Document   30016-6 07/2000
  Equal Plus Investment Loan  30127-5 03/2002
  Interest Rate Factors  30019-5 01/2002 
  Investment Loan Application   InvestApp  
  Pledge Letter   30017-9 03/2002
       
 CI Funds Accelerator Loan/Pledge Letter  817-07-233E 09/01/2006
 
       
       
       
       
     

 

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