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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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3i Financial Head Office
#218-300 West Beavercreek Road,
Richmond Hill, Ontario, L4B-3B1
Tel: (905)326-5408
Fax: (905)326-5405

 

Forms and Applications

 Name of Form  Size  Version  Action
       
New Account Application 2.6 MB  08 Jun v_1 Click here
Update and Change 881 KB  08 Jun v_1 Click here
Client Transaction 1.87 MB  08 Jun v_1 Click here
Dealer Transfer/Change 1.66 MB  08 Jun v_1 Click here
Letter of Indemnity (LOI) 197 KB  08 Jun v_1 Click here
Power of Attorney 250 KB  08 Jun v_1 Click here
Limited Trading Authorization (LTA) 2 MB  08 Jun v_1 Click here
Client Disclosure Handout 3.23 MB 08 Jun v_1 Click here
       

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