National Bank Investments
Home Products
Price and Performance
Firms and Managers
Documents and Tools
Investment Insights
About Us

Documents and Tools

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

Independent Review Committee's report

In accordance with Canadian securities regulations, National Bank Investments Inc. (NBI) has set up an Independent Review Committee (IRC). The NBI Fund managers submit any conflicts of interest to the IRC for review. The IRC also reviews and provides input on managers' written policies and procedures on such conflicts of interest. The IRC is made up of five members independent from the NBI Fund managers and their related entities. At least once a year, the IRC prepares a report on its activities for unitholders.

Read the March 29, 2019 report for unitholders by The Independent Review Committee.


Investment accounts and registered accounts

**Related addenda are available on Applicable addenda by jurisdiction

RRSP loans

To access all RRSP loan forms, click here.



Government Forms

Supplementary forms

Important reminder: with regard to Estate settlement files, kindly send your documentation by registered mail to transit 6014-1 to “Estate department”.

Forms and marketing materials - B2B Bank


Sign in to access


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

Locked padlock icon

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.

Legal disclaimers

The information and data provided in this document, including that provided by third parties, are considered accurate at the time of publication and were obtained from sources considered reliable. We reserve the right to edit them without notice. This information and data are provided for information purposes only. No representations or warranties, implicit or explicit, are made as to the accuracy, quality or completeness of this information and data. The opinions expressed are not to be construed as a solicitation or offer to buy or sell units mentioned herein and should not be considered a recommendation.

NBI Funds (the "Funds"), National Bank Strategic Portfolios and National Bank Managed Portfolios (the "Portfolios") and NBI Private Wealth Management ("NBI PWM") are offered and/or managed by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and other expenses all may be associated with investing in a Fund and using an asset allocation service (such as the Portfolios or NBI PWM). Please read the Prospectus of the Funds or of the funds that make up the Portfolios and the NBI PWM profiles before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

For NBI PWM, investors must enter into an agreement with National Bank Investments Inc., which retains the services of National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New Brunswick) or Natcan Trust Company (for all activity in other Canadian provinces and territories), subsidiaries of National Bank of Canada acting as portfolio managers, giving them the authority to select, add or remove NBI Private Portfolios in NBI Private Wealth Management profiles. National Bank Strategic Portfolios and National Bank Managed Portfolios are closed to new purchases. However, National Bank Investments Inc. may maintain certain investors' right to participate, in particular for an existing systematic reinvestment program.


Contact your NBI Sales Representative via email or by phone at 1-877-463-7627