Forms

This checklist includes the required documents for opening a client account. Download

Requirements to provide for Source of Funds/Wealth from which your principally derived estimated net worth and with
supporting documentation. Download

For completion by persons investing in CI Mutual Funds. DOWNLOAD

To be completed for all investments (i.e. new accounts and additions to existing accounts). DOWNLOAD

For completion by corporate entities, such as limited liabilities, partnerships, associations, charities, churches in order to establish an account. DOWNLOAD

The MRRA should be completed by clients investing in the JNFM Wealth Accumulator and JNFM Tax-Free Investment Plan. DOWNLOAD

For holders of CI Mutual Funds who wish to request automatic rebalancing of CI accounts. DOWNLOAD

For completion by clients who wish to encash funds from their investments. DOWNLOAD

Transfer Form DOWNLOAD

Mutual Funds Redemption Request Form DOWNLOAD

JN Mutual Funds Subscription Form DOWNLOAD

Automatic Investment Programme Subscription Form DOWNLOAD

Request changes to the Client Information Form submitted initially. DOWNLOAD

Clients are invited to provide feedback on JNFM’s services by completing and submitting this form electronically. DOWNLOAD

For individuals and corporate entities choosing to use fax messages or emails to give instructions on their accounts. DOWNLOAD

Share Certificate Indemnity Form. DOWNLOAD

A declaration to be completed by all persons who purchase CI Mutual Funds. DOWNLOAD

For completion by clients applying for their TRN. DOWNLOAD