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New Account Application Form (NAAF): 07 Nov V_6 3i Fin. IS
Update and Change Form: 07 Nov V_4
Client Transaction Form: 08 Apr V_7
Client Disclosure Handout: 08 Mar V_1
Dealer Transfer/Change Form: 07 Nov V_5
Power of Attorney: 07 Nov V_1
Letter of Indemnity
Limited Trading Authorization
Request for Quote Form
Client Disclosure Handout: 2 pages (Switch Disclosure)
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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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