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Investment Policy Statement
Investor Profile Questionnaire* (Meritage Porfolios)
* FOR INFORMATION PURPOSES ONLY. This questionnaire is for information purposes only. It is not intended to replace a complete investment suitability analysis or to be considered as investment advice. It is intended solely as a reference document to assist investors in selecting the portfolio that best suits their investment needs. This questionnaire is not intended to replace any questionnaire required at the time of the purchase of securities, and at all times, the latter takes precedence.
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Investment accounts and registered accounts
**Related addenda are available on Applicable addenda by jurisdiction
Important reminder: with regard to Estate settlement files, kindly send your documentation by registered mail to transit 6014-1 to “Estate department”.
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