Sale & Purchase Of Business Checklist Page 2

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CI PRIVATE INVESTMENT MANAGEMENT

ACCOUNT LINKING AGREEMENT

Investors of CI Private Investment Management (PIM) may link together their accounts into one PIM Household Group for the benefit of reducing management fees and consolidated

reporting. In order to be eligible for account linking, the PIM Household Group must have a minimum aggregate balance of $250,000 in assets.

DEFINING YOUR PIM HOUSEHOLD GROUP

Accounts linked to a PIM Household Group must meet at least one of the following conditions:

• Belong to the same individual, their spouse, or family member residing at the same address

• Be a corporate account, where one or more of the individuals in the PIM Household Group has a combined ownership of at least 50% voting equity.

(Please provide a Corporate Resolution and Articles of Incorporation)

Additionally, all accounts linked to a PIM Household Group must:

• Be managed by the same financial advisor

• Have the same registration type (i.e. nominee, intermediary, client name)

Note: Changes to the dealer and/or advisor for all accounts within the PIM Household Group require authorization from all members. In the case that a portion of the accounts are changing

the dealer and/or advisor information, separate PIM Household Groups will need to be established and will be subject to the mandate and/or account minimum.

LINKING ACCOUNTS

Please provide the PIM accounts that you wish to add or delete for account linking in the table below. Please also indicate the “Primary Account.” The Primary Account will dictate:

• the mailing address for all documentation for this PIM Household Group, including quarterly PIM consolidated statements, year end tax slips and trade confirmations (if that is the

arrangement with your dealer), and

• advisor information for the PIM Household Group

1 DEFINE YOUR PIM HOUSEHOLD GROUP NAME

The PIM Household Group name will appear on your PIM quarterly consolidated statements and trade confirmations. If a PIM Household Group name has not been defined, all documentation

will default to the account registration of the Primary Account.

PIM Household Group Name: ________________________________________________________________________________________________ (maximum 50 characters)

(complete for new PIM Household Groups only)

2 MANAGING YOUR PIM HOUSEHOLD GROUP

In the table below, indicate the accounts you wish to add or delete for account linking.

If you are amending the linking of accounts that currently reside within an existing PIM Household Group, please indicate the existing PIM Household Group:

______________________________________________________________

Indicate an account number belonging to this existing PIM Household Group

If no action has been indicated, it will be assumed that all accounts listed on this form are to be linked. Also, if a Primary Account has not been indicated on this form, the first account indicated

in the table below will be assigned as the Primary Account.

Indicate a

Primary

Account Information

Action required

Account*



CI account number (for new accounts, indicate wire order number)

Plan type (i.e. Open, RRSP)



Add account to this PIM Household Group

