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  1. Scotia iTRADE does not provide investment advice or recommendations, and you are responsible for your own investment decisions. 2 To qualify for commissions of $4.99 flat per Canadian or US equities trade and $4.99 + $1.25/contract for each options trade, you must, during the immediately preceding calendar quarter, execute at least 150 commission-generating equity or options trades.

  2. ScotiaMcLeod Contact your Investment Advisor ScotiaMcLeod Direct Investing Contact Telephone Number Scotiatrust Scotiabank/Scotia Securities Inc. 1 800 263-3430 Contact your local Scotiatrust office Contact your local Scotiabank branch TradeFreedom Contact Telephone Number 1 866 837-3336 ACCOUNT TRANSFER CLIENT DISCLOSURE

  3. ScotiaMcLeod Contact your Investment Advisor ScotiaMcLeod Direct Investing Contact Telephone Number 1 800 263-3430 Contact Telephone Number TradeFreedom 1 866 837-3336 Scotiatrust Contact your local Scotiatrust office Scotiabank/Scotia Securities Inc. Contact your local Scotiabank branch

  4. Account Number: Please send the funds to: my Bank of Nova Scotia Account, on file the address on my account my regular (cash/margin) trading account number _____ _____ _____ CLIENT SIGNATURE DATE ScotiaMcLeod Direct Investing Fax: 1 800 569-9470 or Mailing Address: ScotiaMcLeod Direct Investing

  5. Scotia Wealth Management™ in Canada consists of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Scotia Capital Inc. is a ...

  6. (Scotiabank, ScotiaMcLeod and Scotiatrust branches, Scotia Securities Inc.) Advisor/Relationship Manager/MFR Name ScotiaMcLeod Direct Investing / TradeFreedom Transit 13938 P.O. Box 603 Toronto, ON, M1K 5C5 Advisor/MFR Code Contact Phone No.: Dealer Account Number Scotiatrust 40 King St. West, Transit 81398 P.O. Box 4085, Station A,

  7. gtb.scotiabank.com › ca › enScotiaMcLeod

    A single account management fee covers investment management, ongoing due diligence and monitoring of the money managers and the investment mandates, custody, trading costs and detailed reporting. ScotiaMcLeod Investment Portfolios – Assets are managed on a discretionary basis by 1832 Asset Management L.P., an affiliate of Scotiabank.

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