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Foresters Financial is not responsible for any damages resulting from the use of this questionnaire by you or any other person. 5000 Yonge Street 8th Floor Toronto ON M2N 7J8 / imaxxwealth. Com benefit society 789 Don Mills Road Toronto Canada M3C 1T9 and its subsidiaries including Foresters Financial Services Inc.. Foresters Financial Investment Management Company of Canada Inc. imaxx Mutual Funds TM Investment Questionnaire The information collected with the Investment Questionnaire will be...

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What is investment questionnaire - imaxxwealth?

The investment questionnaire - imaxxwealth is a document used to gather information about an individual's investment goals, risk tolerance, and financial situation in order to recommend suitable investment options.

Who is required to file investment questionnaire - imaxxwealth?

Clients or investors who are working with imaxxwealth are required to fill out the investment questionnaire.

How to fill out investment questionnaire - imaxxwealth?

Investors can fill out the investment questionnaire by providing accurate and honest answers to the questions about their financial goals, risk tolerance, and investment preferences.

What is the purpose of investment questionnaire - imaxxwealth?

The purpose of the investment questionnaire is to help imaxxwealth understand the investor's financial situation and goals in order to provide personalized investment recommendations.

What information must be reported on investment questionnaire - imaxxwealth?

Investors must report information such as their investment goals, risk tolerance, time horizon, income, expenses, assets, and liabilities.

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