Forms and Applications
Qualified Intermediary Addendum to New Client Application Form
Also called Limitation on Benefits Statement, this form is used to satisfy QI requirements when opening the following non-personal accounts: Condo Corp, Limited Corporation, Non-Profit Charity, Union Account.
Fillable | Get Adobe® Reader®
How to fill this form
- Click on the link above to open the form.
- Complete form details and print. You cannot save data typed into this form.
- Mail to the address indicated on the upper right section of the page.
We’re Here to Help
If you have any questions or require assistance, contact our Investment Representatives at 1-800-465-5463 or (416) 982-7686, 24 hours a day, 7 days a week.