About the Candidate
IG- Investment Group Securities Inc.
IG Investors Group, founded in 1926, is a national leader in delivering personalized financial solutions to Canadians through a network of approximately 5,200 Consultants located throughout Canada. Investor Group成立于1926年,是通过遍布加拿大的约5,200名顾问的网络向加拿大人提供个性化金融解决方案的全国领导者。
447 Portage Avenue, One Canada Centre Winnipeg MB R3B 3H5
800-216-7244

In addition to an exclusive family of mutual funds and other investment vehicles, Investors Group offers a wide range of insurance, securities, mortgage and other financial services. Investors Group Securities Inc is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (“CIPF”). Investment Group Securities Inc. offers investment products and services to clients. It has nine offices in B.C. covering Vancouver, Burnaby, White Rock, Victoria and other areas. IG Wealth Management has five of its funds won 2021 Fundata FundGrade® A+ Awards.

除了独家的共同基金和其他投资工具系列外,Investor Group还提供广泛的保险、证券、抵押贷款和其他金融服务。Investor Group Securities Inc.是加拿大投资行业监管组织(IIROC)和加拿大投资者保护基金("CIPF")的成员。Investor Group Securities Inc.向客户提供投资产品和服务。它在不列颠哥伦比亚省有九个办事处,覆盖温哥华、本拿比、白石、维多利亚和其他地区。IG财富管理公司有五只基金获得2021年Fundata FundGrade® A+奖。


Products and Services:

IGSI offers clients services such as financial advice and order execution. They provide access to investment products such as mutual funds, equities, fixed income securities and exchange traded funds (ETFs). They are permitted under provincial securities legislation to trade in any type of security, except options or futures. IGSI does not accept cash. IGSI offers non-discretionary accounts (transaction accounts and fee-based accounts) and discretionary accounts (Azure Managed Investments accounts). As a client, you also have access to IG Wealth Management funds which are proprietary mutual funds managed by IG Wealth Management. Non-discretionary accounts – your IIROC Consultant or Investment Representative must obtain your instructions before transactions are executed in your account. IGFS Consultants registered with the MFDA cannot facilitate trading in your account.


产品与服务:

IGSI为客户提供金融咨询和订单执行等服务。他们提供投资产品,如共同基金、股票、固定收益证券和交易所交易基金(ETF)。省级证券立法允许他们交易任何类型的证券,但期权或期货除外。IGSI不接受现金。IGSI提供非全权账户(交易账户和收费账户)和全权账户(蔚蓝管理投资账户)。作为客户,你还可以使用IG财富管理公司的基金,这是IG财富管理公司管理的专有共同基金。非全权委托账户 - 您的IIROC顾问或投资代表必须在您的账户中执行交易之前获得您的指示。在MFDA注册的IGFS顾问不能在您的账户中促成交易。


3 kinds of non-discretionary accounts:

· Transaction accounts - charged a commission on each transaction for equity securities and certain other products when you trade. Commissions are charged at a flat rate, with no management or account fees.

· Fee-based accounts - The client is charged an annual consulting fee (billed monthly) as specified in the fee-based account agreement. These accounts are only available through IIROC Consultants.

· IG Advisory Accounts - You are charged an advisory fee as outlined in your IG Advisory Account Agreement. Other fees may apply as listed in the Simplified Prospectus.

3种非全权委托账户:

- 交易账户--在你交易时对股权证券和某些其他产品的每笔交易收取佣金。佣金按统一费率收取,没有管理费或账户费。

- 收费型账户--按照收费型账户协议的规定,向客户收取年度咨询费(每月结算)。这些账户只通过IIROC顾问提供。

- IG咨询账户 - 按照IG咨询账户协议中的规定向您收取咨询费。其他费用可能适用于简化招股说明书中所列的费用。