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- What does the new CI Direct Investing experience mean to me?
- What is a custodian and how does CI Direct Investing use them?
- What types of fees will CI Direct Investing charge on my accounts?
- What are the portfolios' MERs?
- Does CI Direct Investing use any short selling or leverage in your Portfolios?
- What is a Trusted Contact Person?
- What is Original Cost?
- What is total percentage return?
- What is self-directed trading?
- What is a Politically Exposed Person or Head of an International Organization
- How does CI Direct Investing deal with CRM2 reporting requirements?
- How do I name a beneficiary to my CI Direct Investing accounts?
- Changes to the Relationship Disclosure Information
- Client Relationship Disclosure Information
- Who is Credential Securities Inc.?
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