Outside Activity
Business Activity Disclosure
Your mutual funds Representative is engaged in various business activities, other than those related to trading in mutual funds, and represents separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration also varies with the products purchased, or services rendered.
Those other business activities are as follows:
Business Activity: Volunteer
Represented Through: Social committee at Pike Lake Golf & Country Club Campground
Business Activity: Secretary/Member
If your mutual funds Representative offers you these products or services, it is important that you understand and acknowledge the following:
Those other business activities are as follows:
Business Activity: Sale of Life/Critical Illness/Disability/Health Insurance
Represented Through: Carte Risk Management Inc.
Represented Through: Carte Risk Management Inc.
Business Activity: Volunteer
Represented Through: Social committee at Pike Lake Golf & Country Club Campground
Business Activity: Secretary/Member
Represented Through: Girl Guides of Canada – Co-Op Camp, Optimist Club of Burlington
If your mutual funds Representative offers you these products or services, it is important that you understand and acknowledge the following:
- Your mutual funds Representative represents Carte Wealth Management Inc. (“Carte”) for the sale of mutual fund products only.
- These other business activities are not provided by the business of, or under the supervision of Carte, and Carte will not be liable or responsible for such other business activities or for errors or omissions related to these other business activities.