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- Who is CI Investment Services (formerly BBS Securities)?
- What is a Trusted Contact Person
- What is an ETF?
- Client Relationship Disclosure Information
- Conflicts of Interest Disclosure
- Changes to the Relationship Disclosure Information
- Is there a minimum investment amount?
- Is my money protected?
- Is there a minimum investment amount?
- Who can open an Assante Connect account?
- What is Assante Connect?
- What is Two-Step Sign-In Verification (2FA)?
- How is my portfolio determined?
- What is Original Cost?
- How is my rate of return calculated?
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