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- Client Relationship Disclosure Information
- Who is CI Investment Services Inc. (formerly BBS Securities Inc.)?
- Changes to the Relationship Disclosure Information
- How do I know I can trust CI Direct Investing?
- Fee Schedule
- Referral Arrangement
- What is a Politically Exposed Person or Head of an International Organization
- Is my money protected?
- What is a Trusted Contact Person?
- What is the Common Reporting Standard (CRS)?
- What is CacheFlo? (What is Winton?)
- Conflicts of Interest Disclosure
- Does CI Direct Investing receive commissions or other hidden fees?
- Does CI Direct Investing use any short selling or leverage in your Portfolios?
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