Ci Private Investment Management Account Linking Agreement

Links to other sites are only for convenience reasons, are independent of Assante and therefore has no control over the content of a linked website. Assante is not responsible for any inaccuracies contained in this information or for the content of related websites that are not maintained by Assante, nor does Assante support the products or services available through a linked website. Assante does not claim that third-party websites will be free of viruses, worms, Trojans or other destructive components on or from such sites. The link to another website is based on your risk alone and Assante is not responsible for the damage related to the link. Assante Private Client is a division of CI Private Counsel LP („CIPC“). CIPC is a wholly owned subsidiary of CI Financial Corporation and provides portfolio management services as a registered consultant under applicable securities legislation. The full list of CPIC affiliates and related companies is available in the cPIC statement. The content of this website is intended solely for information and is not intended to advise you on your financial, investment, tax, legal or accounting matters. For specific information about your situation, you should consult your advisor or other appropriate investment, legal or accounting experts. Assante offers a wide variety of financial and asset management products and services, as described below: any username, password or other information you select or provide as part of our security procedures must be treated confidentially and you should not share them with other people or companies. You should be careful if you access your account from a public or shared computer so that others are unable to display or register your password or other personal information. You understand and accept that your account is personal to you and that you agree not to give access to any other person using your username, password or other security information to this site or part of it. You agree to notify us immediately of unauthorized access or use of your username or password or any other security breach.

You also agree to make sure you opt out of your account at the end of each session. You are responsible for any password abuse or unauthorized access. Assante offers new customers a written summary of our complaints procedures when opening the account. CI Assante Wealth Management (Canada) Ltd. offers, through various operating subsidiaries, a variety of financial and life management products and services. References to „Assante“ or „us“ may refer to either CI Assante Wealth Management (Canada) Ltd. or its operating subsidiaries. By accessing this site, you accept and accept the following conditions. We reserve the right, at our sole discretion, to deactivate or terminate your account, username, password or other identifier, at our sole discretion, for any reason or reason, including a violation of the provisions of these Terms and Conditions. Note for Classes E, EF and O: CI Private Investment Management (PIM), which offers CI Fund Class E, EF and O securities, is closed to new investors with effect as of July 28, 2017.

After this date, only existing pim investors or existing PIM household groups will be able to acquire E- and O-Class securities as of July 28, 2017 (existing PIM budget groups), or accounts eligible for membership in existing PIM budget groups. Privacy and security are still impossible on the Internet. The link with another website is done at your own risk and CI is not responsible or responsible for the damage related to the link. This website may contain forward-looking statements that reflect our current expectations or forecasts of future events. Forward-looking statements contain statements that are forward-looking, based on future events or conditions.