CIPF Brochure: (electronic version), (print version) (This is a copy of the official CIPF brochure. The official brochure can be obtained from any CIPF. CIPF coverage is custodial in nature. CIPF does not provide protection against any other type of risk or loss. If you have an account with a member firm, and that . F CIPF Brochures. Order Instructions. CIPF brochures are printed exclusively for CIPF Members and can be ordered directly from.
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Fully paid securities are literally kept separate from all other securities held by the firm.
Research Login to Research Register for Access. The need for financial education isn’t new.
Turn off more accessible mode. The minimum order size is brochures. Consumer and Investor Organizations. Of course, fixed-income securities, such as bonds, stripped bonds and Treasury bills, are fully and unconditionally guaranteed when held to maturity both in terms of their rate of return and value at maturity if they are issued by a government or government agency.
Because we are a member of the Investment Industry Regulatory Organization of Canada, all funds invested with us are covered by the Canadian Investor Protection Fund “CIPF”which protects the public in case of the insolvency or bankruptcy of a member firm. CIPF provides protection to investors who are clients of firms regulated by IIROC, in the event the firm becomes insolvent or ceases operations due to bankruptcy.
Note that member firms are required to provide the CIPF brochure to all new clients at the time of account opening and to all other clients upon request.
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Brochures and Investment Resources for Investors
A Guide for Investors Part 2 of 2.
NBIN – National Bank Independent Network
The official brochre can be obtained from any CIPF member. A Guide for Investors kB. Please read the following Agreements and Disclosures. Download Making a Complaint: Step-by-step instructions on using OrderNet. Securities commissions and regulators. Agreements and Disclosures Please read the following Agreements and Disclosures.
For an individual holding one or more accounts with a member firm, the limits on CIPF protection are generally: Brochurs Segregation The term “segregation” refers to the physical location where we safeguard securities on behalf of our clients. If you have any questions about any of the agreements, please contact us.
Client Account Protection
Orders for our brochures can be made on www. Turn on more accessible mode. This brochure cippf investors with detailed information on the required documentation and personal information they are required to provide firms during the account application process.
We protect the investments entrusted to us in several ways. As part of an initiative to provide clear and accessible information to investors about its coverage, CIPF recently redesigned and enhanced its website and brochure. The term “segregation” refers to the physical location where we safeguard securities on behalf of our clients. How to order copies Orders for our brochures can be made on www. Recognizing that investment advisors play a pivotal role in building investor knowledge and confidence, CIPF has also developed training material and is undertaking extensive outreach to help firms inform their clients about CIPF protection.
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Download in PDF format: This brochure provides investors with detailed information on the required documentation and personal information they are required to provide firms during the account application process. These brochures must be provided by member firms to all new clients, existing clients who have submitted a written complaint, and when members respond to a client.