We have provided an easily accessible list of all the agreements and disclosures relevant to PPI Valet. Client Engagement Agreement Valet Managed Account Agreement Client Relationship Disclosure Information If you have any questions, please contact your regional representative or [email protected] ....
Updated at: May 2nd, 2024
Goods and Services Tax (GST) - A brief overview for representatives If you have any questions, please contact your regional representative or [email protected]....
Updated at: November 30th, 2021
How can clients get their tax documents? If your clients are expecting tax documents from CI Direct Investing, they can access them online anytime via the Documents menu of their dashboard. How do clients know when their documents are available? We will notify them via email the day they become available. They can turn this feature off at any time...
Updated at: July 24th, 2020
You can refer to the information below to determine if you can expect a tax slip for your CI Direct Investing account(s) and investment portfolio(s). Investment Accounts Account Type Is there a tax slip? RRSP Yes, if you made a contribution You may get a few RRSP Contribution Receipts: one for contributions in the last 10 months of the tax year, an...
Updated at: November 17th, 2020