CI Investment Services Inc. is one of CI Direct Investing's custodians, which means they are one of the institutions which holds our client's assets. As a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF) your accounts are secure, segregated and protected for up to $1,000,000.
When you open an account with us you will also be asked to open an account with one of our custodians which CI Direct Investing manages on your behalf. The account and assets within will always be owned by you and can only be transferred to and from your own bank account.
CI Investment Services Documentation
Disclosures & Customer Agreements Booklet
Beneficiary Designation form
Beneficiary and Contingent Beneficiary Designation form
Investment Industry Regulatory Organization of Canada (IIROC) Documentation
How IIROC protects investors
Making a Complaint: A Guide for Investors
Making a Compliant - A Guide for Investors.pdf
How Can I get My Money Back? A Guide for Investors