Know Your Client (KYC) Referral for Individuals

  • Registered Accounts

  • Un-Registered Accounts

  • Client A – Primary Account Holder

  • Date Format: DD slash MM slash YYYY
  • If retired, include your past occupation.
  • If retired, include your past employer.
  • Client B – Spouse or Joint Account Holder

  • Date Format: DD slash MM slash YYYY
  • If retired, include your past occupation.
  • If retired, include your past employer.
  • The information provided above is, to the best of my knowledge, both complete and accurate as of the date collected from the client and that any financial transactions may rely thereon until otherwise notified. I confirm that I have received consent from the client for the sharing of their personal information that was collected, held, used and herein disclosed to Canvest Financial or to any regulatory body or third party financial institution with whom they have an account, in compliance with the Personal Information Protection and Electronic Documents Act (“PIPEDA”). This consent includes any information previously collected as well as historical data obtained from accounts being transferred thereto. I confirm that if any information has been provided concerning any family members and/or beneficiaries,that the client is authorized to provide such information. I am aware that if consent is not provided, Axcess may decline to accept or administer an account for the client. The client understands the information in this referral form is required by securities regulations, and they and I will undertake to notify Canvest of any significant changes thereto.
  • This field is for validation purposes and should be left unchanged.
Scroll to Top