Transferring your accounts to CG Wealth Planning Limited and Canaccord Genuity Wealth Limited
We need to provide you with new terms of business and a summary of the broad changes between your existing terms of business and your new terms. We are seeking your consent to be bound by these terms. I would encourage you to read them.
- CGWL terms of business
- CGWM (CGFPL, CGWPL) terms of business
- Summary of differences between CGMCTL and CGWL terms of business
- Summary of differences between CGMCTL and CGWPL terms of business
If you consent, the new terms will come into full force and effect on or shortly after 4 October 2019.
If there are any areas that you wish to discuss further, please email firstname.lastname@example.org.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.