Common Contracts

Worldsource Financial Management Inc. Client Agreement and Disclosures Brochure

Client Agreement • January 26th, 2011

• Contract Type
  Client Agreement
• Filed
  January 26th, 2011

This client agreement and disclosures brochure contains the terms and conditions of your Worldsource Financial Management Inc. (“Worldsource”) investment plan and is part of the plan agreement between you (“you” or the “Applicant/Annuitant”) and Worldsource. Please read this document carefully. This client agreement and disclosures brochure also contains important regulatory disclosures, definitions and explanations of aspects of your Worldsource plan. If you have any questions, please contact your Worldsource advisor.