Common Contracts

Client Agreement and Disclosures Brochure

Client Agreement • February 26th, 2021 • British Columbia

• Contract Type
  Client Agreement
• Filed
  February 26th, 2021
• Jurisdiction
  British Columbia

This Client Agreement and Disclosures Brochure contains the terms and conditions of your Worldsource Financial Management Inc. (“Worldsource”) investment account and is part of the account 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 account. If you have any questions, please contact your Worldsource advisor or us at 1-800-341-1013.