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CI Portfolios Investment questionnaire The information collected with the Investment Questionnaire will be used by your advisor to help identify an asset mix that best suits your tolerance for risk.
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CI Global Asset Management is an investment management firm that provides a range of financial services and investment solutions to individuals and institutions.
Individuals and entities who have specific investment accounts or holdings managed by CI Global Asset Management may be required to file related documents.
To fill out CI Global Asset Management forms, you typically need to provide personal identification information, details about your investment accounts, and any relevant financial information as requested in the forms.
The purpose of CI Global Asset Management is to manage investments efficiently and effectively to help clients achieve their financial goals.
Information that must be reported may include account details, investment holdings, transaction histories, and client identification information.
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