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- How does CI Direct Investing deal with CRM2 reporting requirements?
- How does investing with CI Direct Investing affect my non-resident status?
- What is a custodian and how does CI Direct Investing use them?
- How do I name a beneficiary to my CI Direct Investing accounts?
- Changes to the Relationship Disclosure Information
- Client Relationship Disclosure Information
- Conflicts of Interest Disclosure
- How can I work with an adviser?
- How is my rate of return calculated?
- How do I know I can trust CI Direct Investing?
- What does the new CI Direct Investing experience mean to me?
- Who is CI Investment Services Inc. (formerly BBS Securities Inc.)?
- Is my money protected?
- What is the Common Reporting Standard (CRS)?
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