Sale & Purchase Of Business Checklist Page 3

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MANAGING YOUR PIM HOUSEHOLD GROUP cont’d

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

Delete account from this PIM Household Group

Account registration



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

Plan type (i.e. Open, RRSP)

Add account to this PIM Household Group

Delete account from this PIM Household Group

Account registration

* If the Primary Account becomes inactive, the account with the largest market value in the PIM will default as the new Primary Account for the PIM Household Group.

3 AUTHORIZATION

In order to create a PIM Household Group, all clients indicated on all accounts must sign below and authorize. Note, for existing PIM Household Groups, all members of the PIM Household

Group must authorize adding a new member, adding a new account(s) and/or modifying the Primary Account.

I (We) acknowledge and agree that:

(i) Calculations of the tiered management fee rates will be applied upon receipt of the Account Linking Agreement, in good order, by CI Investments Inc. Any modifications made to the Private

Investment Management (PIM) Household Group (i.e., removing or adding accounts/contracts/members) will affect the management fee rates that are to be applied.

(ii) I (we) and my (our) advisor are responsible for any modifications, cancellations or additions of accounts belonging to the PIM Household Group. CI Investments Inc. cannot automatically

link any accounts without authorization from all members to do so, with the exception of existing linked Registered Retired Saving(s) Plan accounts that rollover into Registered Retirement

Income Fund account(s).

(iii) All members in the PIM Household Group will receive consolidated reporting from CI Investments Inc., including a quarterly CI Private Investment Management consolidated statement,

trade confirmations, if that is the arrangement with my (our) dealer, and annual tax reporting. All documentation will be sent to the address defined on the Primary Account. Consolidated

reporting will include all accounts that I (we) have identified as belonging to this PIM Household Group. Each member hereby agrees to the delivery of all statements, confirmations and

tax slips and receipts to the member(s) with the Primary Account and acknowledge that such delivery shall constitute delivery to each member the PIM Household Group.

(iv) By agreeing to link my (our) CI Private Investment Management accounts to the PIM Household Group, personal, confidential and other information, including each PIM Household Group

member’s Social Insurance Number which appears on tax slips and receipts, in my (our) accounts will be shared with all the other members in the PIM Household Group.

(v) I (we) have read the Class E Dealer Service Fee Rate Agreement or Dealer Service Fee Agreement for Class O units and I (we) agree that if a PIM Household Group Level Dealer Service

Fee rate exists on this PIM Household Group, that this PIM Household Dealer Service Fee rate will be applied to my (our) account(s).

Client Name

Client Signature (Mandatory)

Date

Client Name

Client Signature (Mandatory)

Date

Client Name

Client Signature (Mandatory)

Date

Client Name

Client Signature (Mandatory)