Advisor Resources

Browse NBI’s various tools and documents to meet your clients’ needs.

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Featured articles

Beyond the family tree: How advisors should broach the family business legacy planning topic
A wave of long-time business owners is nearing the shores of retirement. The Boomers generation has built a significant number of businesses, fueling their empires by keeping their wealth within their companies.
17 March 2021
Build your book through virtual referrals
Remember board rooms? Remember client events, prospect suppers, and chance encounters at the corner coffee shop? Remember handshakes? They all seem like distant memories now.
09 February 2021
As global lockdowns loom, technological investments thrive
The unexpected yet global short-term need for technological tools in an almost entirely domestic reality created demand for tech services unlike ever before. We’ve experienced this as consumers of these services as well.
08 December 2020
A Tale of Two Perspectives: What ESG investing means to advisors and investors
The consequences the pandemic has raged on the environment, societies and governments has brought to light an interest in financial products with a conscience.
19 November 2020
Virtual prospecting and COVID-19: the changing face of sales in a work-from-home environment
Businesses have had their fair share of challenges in adapting to the new operational realities of COVID-19.
02 November 2020
Demystifying financial literacy and the female investor
Advisors are like financial lighthouses. But what can they do to help navigate the waters of uncertainty for their female clientele?
09 June 2020
“It will be okay”: Help clients stay invested in difficult market conditions
Here are some key talking points to help encourage clients to not only stay the course but also, most importantly, stay invested.
21 April 2020
Brace yourselves: the next big wave in wealth transfer is coming
The statistic is shocking: 66% of children fire their parents’ financial advisor after they’ve received an inheritance.
14 March 2020
Understanding the female investor: the difference between good and great advisors
With an almost $1 trillion wealth transfer underway in Canada, women are set to control half of all financial wealth by 2026.
14 February 2020

Tools

Access the tools you need to better serve your clients.

NEW! Browse NBI's continuing education courses

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Investment Policy Statement
(Meritage Porfolios)

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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Webinars

Discover all NBI webinars available exclusively for advisors.

To view the list, log in.

Investor Education

Get informed with investor education content.

Learn more

Publications

Read up on NBI’s funds and get practical advice on investing.

Understanding NBI's fund series

NBI Funds are offered across one or more series. The choice of series will have an impact on the fees paid and the compensation the advisor receives.

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

2021 Investing Guide

This reference guide, containing a wealth of practical information, will accompany you throughout the year to help you in your meetings with your customers.

Consult the Guide

Quick Facts 2021

This document, updated annually, contains an abundance of information regarding registered plans, government plans, tax rates, education savings grants and probate fees.

View the letter format | View the tabloid format

Forms

Investment accounts and registered accounts

Cash and RSP Account application - NBI Funds & Meritage Portfolios*
Use this form to open a non-registered account, individual, joint, in trust for (IFT), RSP, Locked-in or LIRA.
Subsequent transaction form - NBI Funds & Meritage Portfolios
Authorization for the transfer of registered investments - NBI Funds & Meritage Portfolios
(RSP, LIRA, locked-in RSP, RIF, locked-in RIF, LIF)
Use this form for transfers between RSPs (except transfers due to a death), transfers from an RSP to a RIF, and transfers between RIFs.
Authorization for the transfer of non registered account - NBI Funds & Meritage Portfolios
Use this form for transfers between non registered accounts
LIF Compliance declarations - NBI Funds & Meritage Portfolios (Quebec)
RIF and LIF account application and transaction form - NBI Funds & Meritage Portfolios*
Notion of spouse to be removed from RRSP/RRIF - NBI Funds & Meritage Portfolios

**Related addenda are available on Applicable addenda by jurisdiction

RRSP loans

To access all RRSP loan forms, click here.

TFSA

TFSA application form - NBI Funds & Meritage Portfolios
Authorization for the transfer of a TFSA - NBI Funds & Meritage Portfolios

RESP

RESP application: NBI Funds & Meritage Portfolios
Application for opening an education savings plan.
RESP form - Quick reference: NBI Funds & Meritage Portfolios
RESP redemption form: NBI Funds & Meritage Portfolios
Subsequent transaction form

Government Forms

Transfers between RESPs: SDE 0100-A, SDE 0100-B, SDE 0100-C and SDE 0100-Annex 1
TP-1029.8.IQ Quebec Education Savings Incentive (QESI)
SDE 0093 - Canada Education Saving Grant (CESG) and Canada Learning Bond (CLB)
SDE 0093A - Additional beneficiaries
SDE 0093B - Primary caregiver and/or Custodial parent/Legal guardian
Press release - Saskatchewan – Suspension of Advantage Grant for Education Savings (SAGES)
SDE 0093D - British Columbia Training and Education Savings Grant (BCTESG)
Reference sheet for CESG and Annex
SDE 0074 -Over-contributions to RESPs and grant repayment form

Supplementary forms

Declaration of transmission by death
Basic information of the estate.
Letter of indemnity
Personal affidavit and indemnity agreement - for all provinces excluding Quebec.
Designation and change of beneficiary
Canada except Quebec.
Schedule E : transaction request for non-residents

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

Questions?

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

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