Common Contracts
2 similar Account Agreement contracts
ACCOUNT AGREEMENT AND DISCLOSURE DOCUMENTAccount Agreement • January 26th, 2023 • British Columbia
Thank you for choosing Co-operators Financial Investment Services Inc. (“CFIS”). This Account Agreement & Disclosure Document sets out the terms and conditions applicable to your Nominee Account. It also contains key information about the agreements governing your Nominee Account. It is important that you read, understand and acknowledge the information contained in this document before you submit the Application for your Account, and consider this Agreement in conjunction with the consents, acknowledgements and certifications included in the Application and any other documents that we may provide to you at account opening and from time to time. If you have any questions about your Account, the agreements or documents applicable to it, or your relationship with CFIS and Credential Asset Management (CAM), please contact your CFIS Mutual Fund Representative.
ACCOUNT AGREEMENT AND DISCLOSURE DOCUMENTAccount Agreement • December 10th, 2019
MAILING ADDRESS Mail: Co-operators Financial Investment Services Inc.151 North Service Rd Burlington ON L7R 4C2Phone: 1-833-631-4999 Fax: 1-888-679-7067Email: CFIS_tradedesk@cooperators.ca TABLE OF CONTENTS 1. Definitions and Interpretations 12. About CFIS 23. Relationship Disclosures 24. Suitability Process 55. Account Agreement 96. Disclosure Of Fees and Charges 157. Protection Of Your Privacy 178. Procedure For Complaint Handling 189. Declaration Of Trust 20 Thank you for choosing Co-operators Financial Investment Services Inc. (“CFIS”). This Account Agreement & Disclosure Document sets out the terms and conditions applicable to your Nominee Account. It also contains key information about the agreements governing your Nominee Account. It is important that you read, understand and acknowledge the information contained in this document before you submit the Application for your Account, and consider this Agreement in conjunction with the consents, acknowledgements and certifications i
