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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.

 

Registered Account (A-D)

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

registered account description of form file name/version date of document
Acuity Investment Application Form  AFLIAE 05/04
  Transfer Authorization   AFLTSF  01/04
AGF Mutual Funds  Investment Application Form AP500E  11/03
  Transfer Authorization TRRSPA  11/03 
AIC  Investment Application Form AIC-APP   
  Transfer Authorization AIC-1004-E  08/05
AIM Trimark  Investment Application Form  APAINVE  10/05 
  Transfer Authorization  APTARIE  02/04 
B2B Trust Self Directed Retirement Savings Plan  B2B-30004-8  11/2000 
  Transfer Authorization  B2B-30034-4  07/2000
  Financial Account Changes  B2B-30051-9 09/2000
  Non Financial Account Changes  B2B-30035-7 09/2000
Best Funds Subscription Form  BEST-SFORM  01/31/2001 
  Transfer Authorization CCRA-T2033  
BestLink Application  BEST-APP   
  Transfer Authorization CCRA-T2033   
BMO Nesbitt Burns Application BMO-APP   
BMG Inc Application Form  Click here  Oct 2008
  Transfer Authorization BMO-LINKAPP   
CI Funds Open/Registered MF Application Form  CI-APP  
  Transfer Authorization CI-TARI  05/04
CIBC World Markets RRSP Application/Contribution Form  CIBC-APP   
  Transfer Authorization CIBC-TSF   
Clarington Investment Application Form  CLA-APP   
  Quick Reference Guide 2005  CLA-GUIDE2005   
  Transfer Authorization CLA-TSF   
Canadian Western Trust New Plan/Fund Application  CWT-41006  06/2004
  Transfer Authorization CWT-410010  
Dynamic Account Application  DYN-AA   
  Account Application Registered  DYN-AA-REGISTERED   
  Transfer Authorization  DYN-TSF   
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