Agreements and Disclosures

Thank you for your interest. You are only a few steps away from understanding why smart investing starts with CIBC Investor Services Inc.

When you sign up for a CIBC Imperial Investor Service account, you agree to certain Agreements and Disclosures that set out the terms of your relationship with CIBC Investor Services, Inc., a subsidiary of CIBC which offers the CIBC Imperial Investor Service.

Already a CIBC Imperial Investor Service client?

If you are already a client who requires online access to accounts, simply complete the Online Access registration form.

Please read the following Agreements and Disclosures. They provide important information concerning your relationship with CIBC Investor Services Inc. Your signature on the relevant sections of the New Account Application Form will indicate your acceptance of the terms of these agreements.

Agreements

Electronic Access Agreement

Disclosures

CIBC Imperial Investor Service Account Agreements and Disclosures (PDF, 1.20 MB) Opens in a new window.

CIBC Investor Services Inc. Declaration of Trust / Trust Agreement for the following accounts:

RRSP and RRIF (PDF, 170 KB) Opens in a new window.

TFSA (PDF, 95 KB) Opens in a new window.

RESP Individual (PDF, 130 KB) Opens in a new window.

RESP Family (PDF, 130 KB) Opens in a new window.

CIBC Imperial Investor Service Relationships with Related and Connected Issuers Disclosure (PDF, 140 KB) Opens in a new window.

Best Execution Policy (PDF, 140 KB) Opens in a new window.