Account features and terms of service
Below are links for information about business practices, terms of service and processes, including important disclosures and other information that may apply to your account.
- Relationship Disclosure - Advisory Accounts
Below is important information that applies to advisory accounts:
Relationship Disclosure - Advisory Accounts (PDF)
- Fixed Income
Below is important information that applies to fixed income investments.
Best Execution Policy (PDF)
- Systematic Transactions
Get the latest terms and conditions that apply to certain systematic transactions including: dollar cost averaging services and dividend reinvestment.
Systematic Transactions Terms and Conditions (PDF)
- Online Services
- British Columbia Unclaimed Property Act
The below link includes information regarding our policies and procedures for locating owners of unclaimed property.
British Columbia Unclaimed Property Act (PDF)
- Ontario Accessibility Policy