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Investment Policy Statement
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.
Read up on NBI’s funds and get practical advice on investing.
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.
This reference guide, containing a wealth of practical information, will accompany you throughout the year to help you in your meetings with your customers.
At a glance, find all the practical information you're looking for on NBI Funds, NBI ETFs, Meritage Portfolios and more!
This document, updated annually, contains an abundance of information regarding registered plans, government plans, tax rates, education savings grants and probate fees.
Investment accounts and registered accounts
**Related addenda are available on Applicable addenda by jurisdiction
Important reminder: with regard to Estate settlement files, kindly send your documentation by registered mail to transit 6014-1 to “Estate department”.
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Help for advisors
Take advantage of the expertise and personalized advice of our sales team, Monday to Friday from 8:30 a.m. to 5:00 p.m. (ET).
Use our online form to get information or ask us questions.
For support, contact us by phone Monday through Friday from 8:00 a.m. to 8:00 p.m. (ET).