| CI Global Asset Management

Type	Document	Date
CI Adams Street Global Private Markets	CI Adams Street Global Private Markets Fund Redemption Form (81K)	2023-10-31
CI Funds	T-Class Letter of Direction (754K)	2025-05-01
CI Funds	CI Transfer Authorization for Registered Investments (274K)	2023-12-31
CI Funds	CI First Home Savings Account (FHSA) (416K)	2023-09-28
CI Funds	CI Deferred Profit Sharing Plan Applications - Employee (563K)	2023-08-31
CI Funds	CI Group Plan Automated Remission Modify Existing Form (824K)	2023-08-31
CI Funds	CI Group Plan Changes Form (279K)	2023-08-31
CI Funds	CI Pre-Approved RRSP Loan Request (130K)	2023-06-30
CI Funds	CI Registered Representative Acknowledgement of Portfolio Management Registration (52K)	2023-06-30
CI Funds	CI Registered Rollover Form (213K)	2023-06-30
CI Funds	Authorization and Request for Payroll Deduction and Tax Adjustment (629K)	2023-05-31
CI Funds	CI Account Linking and Consolidated Reporting Form (315K)	2023-05-31
CI Funds	CI Automatic Rebalancing Service Form (698K)	2023-05-31
CI Funds	CI Family Group Maintenance Form (233K)	2023-05-31
CI Funds	CI Group Employer Information Form (144K)	2023-05-31
CI Funds	CI Group Plan Automated Remission Create New Form (648K)	2023-05-31
CI Funds	CI Group Plan Contribution List Form (268K)	2023-05-31
CI Funds	CI Investment Advisory Fee Agreement (155K)	2023-05-31
CI Funds	CI Open and Registered Plan Application Form (1.40M)	2023-05-31
CI Funds	CI Tax-Free Savings Account Application Form (574K)	2023-05-31
CI Funds	Group Plan Electronic Funds Transfer Contribution (249K)	2023-05-31
CI Funds	CI Electronic Funds Transfer Application (82K)	2023-05-05
CI Funds	CI RESP Withdrawal Guide and Educational Assistance Payment Form (175K)	2023-05-05
CI Funds	Transfer from a TFSA to another TFSA on Breakdown of Marriage or Common-Law Partnership (219K)	2023-05-05
CI Funds	CI Dollar Cost Averaging Plan (264K)	2023-05-01
CI Funds	CI Declaration of Transmission for Québec (260K)	2023-03-17
CI Funds	CI Estate Claim Form (318K)	2023-03-17
CI Funds	CI Estate Guide (98K)	2023-03-17
CI Funds	CI Deferred Profit Sharing Plan Applications - Employer (773K)	2023-03-01
CI Funds	CI Pre-Authorized Chequing Agreement Form (217K)	2023-02-28
CI Funds	T-Class Return of Capital (ROC) Dividend Request Form for Electronic Purchases (133K)	2019-10-01
CI Funds	CI Third Party Determination Form (35K)	2005-10-01
CI Global Private Real Estate Funds	CI Global Private Real Estate Fund Redemption Form (329K)	2024-05-01
CI Global Private Real Estate Funds	Subscription Agreement For Class F units (411K)	2023-10-31
CI Global Private Real Estate Funds	Subscription Agreement For Class I units (364K)	2023-10-31
CI PMA	IAF Agreement for Class O, P MF Units and PIM Units for SWESS & SWESS2 (267K)	2023-09-01
CI PMA	CI Private Managed Assets Program Enrollment Form (412K)	2023-05-31
CI Prestige	CI Prestige ACB Adjustment Election Form (142K)	2023-06-30
CI Private Markets Funds	Reregistration of Assets Form (73K)	2023-10-31
CI Private Markets Funds	CI Private Markets Growth Fund & CI Private Markets Income Fund - Redemption Form (62K)	2023-10-01
CI RESP	CI Education Savings Plan Application Form (551K)	2023-05-31
CI RESP	RESP Proof of Enrolment Guidelines (97K)	2020-07-01
CI RESP	Québec Education Savings Incentive Transfer Form (116K)	2012-09-01
G5\|20	G5\|20 Series Guaranteed Distribution Reinvestment Instructions Form (216K)	2014-06-01
G5\|20	G5\|20 Series RRIF Plan Payment Form (262K)	2014-06-01
Hedge Funds	Form (45-106F9) for Individual Accredited Investors (156K)	2023-05-31
Hedge Funds	Trident Global Opportunities Fund Investment Application & Subscription Instructions (303K)	2015-05-01
Segregated Funds	CI Foresters Segregated Funds Transfer Form (634K)	2025-03-01
Segregated Funds	CP, SW, SWEP, SWESS and SWESS 2 Segregated Funds Contractual Conversion Form (Sun Life only) (1.72M)	2025-03-01
Segregated Funds	Identity Verification for Beneficiaries – Individuals (404K)	2023-08-31

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