Sale & Purchase Of Business Checklist Page 4

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CI Investments, 15 York Street, Second Floor, Toronto, Ontario M5J 0A3
Telephone: 416-681-6697
Toll Free: 1-888-800-0042
CI’S PRIVACY POLICY
Upon receipt of this application, CI will establish a file in which will be placed personal information about you concerning this application,
endorsement, rider or other documents issued in connection with this application, and other documents or information relating to the investigation,
servicing and administration of this application. We collect personal information about you from this application and any supplementary forms, and
from your representative and other organizations and persons you identify in support of your application. We use your personal information for the
purposes of servicing and administering this application, and for such other purposes as are specified in this application. Your information may
be shared with your representative of record for the purposes identified above. Your Social Insurance Number will be used for income reporting
purposes in the context of the administration of your account. Your banking information will be disclosed to the financial institution(s) processing
your pre-authorized deposit plan.
Employees or authorized representatives of CI who will be responsible for functions relevant to the purposes identified above, and other persons
authorized by you or by law, will have access to the personal information contained in your file. Note that your financial advisor or broker is not an
employee of CI. Subject to exceptions set out in applicable legislation, you may access your file and request corrections to your personal information
by sending a written request to CI Investments Inc., Attn: Privacy Officer, 15 York Street, Second Floor, Toronto, Ontario, M5J 0A3. By completing
and signing this application, you consent to the collection, use and disclosure of your personal information as described herein. CI’s Privacy Policy
is available on the CI Website,
If a spousal RSP is indicated in this application, then you represent and warrant that your spouse has consented to the provision of his/her personal
information in this application and to the collection, use and disclosure of his/her personal information as described herein.
1411-1759_E (11/14)

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