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Documents and Tools

Find all the regulatory documents, forms, addendas and tools you need.

Forms

Investment accounts and registered accounts

**Related addenda are available on Applicable addenda by jurisdiction

RRSP loans

TFSA

RESP

Government Forms

Supplementary forms

Forms and marketing materials - B2B Bank

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Tools

Meritage - Investor Profile Questionnaire and Investment Policy Statement (IPS)

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Sign in to access interactive tools built to offer personalized service to your customers

Find out your client's matching investor profile

Investor Profile Questionnaire

Generate a custom investment strategy

Investment Policy Statement (IPS)

Complementary information

All about NBI's series

Did you know that NBI has launched new series such as F and FH?

Learn more about the different fund series of our funds and their advantages.

Questions?

Call or email an NBI sales representative: 1-877-463-7627