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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.

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3i Financial Head Office
9040 Leslie Street, Suite 221
Richmond Hill, Ontario,
L4B-3M4
Tel: (905)597-5000
Fax: (905)597-8366
 

Forms and Applications

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 Name of Form  Size  Version  Action
       
New Account Application 2.6 MB  11 Jan v_11 Click here
Update and Change 881 KB  11 Jan v_8 Click here
Client Transaction 1.87 MB  11 Jan v_12 Click here
Dealer Transfer/Change 1.66 MB  11 Jan v_10 Click here
Letter of Indemnity (LOI) 197 KB  09 Aug v_3 Click here
Power of Attorney 250 KB  09 Mar v_2 Click here
Limited Trading Authorization (LTA) 2 MB  10 Dec v_3 Click here
Client Disclosure Handout 3.23 MB 11 Jan v_7 Click here
       

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