This form authorizes JNFM to establish an account for corporate entities.
Two completed Character Reference Forms are to be submitted by all persons opening accounts.
For completion by persons investing in CI Mutual Funds.
To be completed for all investments (i.e. new accounts and additions to existing accounts).
For completion by corporate entities, such as limited liabilities, partnerships, associations, charities, churches in order to establish an account.
To be completed by all persons, that is, non-corporate entities, who are opening an account.
The MRRA should be completed by clients investing in the JNFM Wealth Accumulator and JNFM Tax-Free Investment Plan.
For completion by CI clients who wish to access their accounts online.
For completion by individuals who are not US Persons.
For holders of CI Mutual Funds who wish to request automatic rebalancing of CI accounts.
For completion by clients who wish to encash funds from their investments.
Request changes to the Client Information Form submitted initially.
JNFM Bank Reference Form
Clients are invited to provide feedback on JNFM’s services by completing and submitting this form electronically.
For individuals and corporate entities choosing to use fax messages or emails to give instructions on their accounts.
Share Certificate Indemnity Form
A declaration to be completed by all persons who purchase CI Mutual Funds.
To be completed by individuals who are US persons.
For completion by clients applying for their TRN.