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INVESTMENT AGREEMENT Market linked guaranteed investment Consumer Staples Guaranteed Investment 3 years To be retained until the account is closed or a new agreement or certificate is issued. Reference
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How to fill out investment agreement - Desjardins:

01
Review the investment agreement thoroughly to understand the terms and conditions outlined by Desjardins.
02
Gather all the necessary information and documents, such as personal identification, financial statements, and investment goals.
03
Fill in your personal details accurately, including your full name, address, contact information, and social security number.
04
Provide information about your investment objectives, risk tolerance, and investment experience to help Desjardins tailor their services to your needs.
05
Specify the type of investment account you want to open, whether it is an individual account, joint account, or a retirement account.
06
Indicate the amount of money you are willing to invest and any specific investment products or services you are interested in.
07
If applicable, provide details about any existing accounts you have with Desjardins or other financial institutions.
08
Carefully read and understand all the terms and conditions, including fees, penalties, and investment restrictions.
09
Sign and date the investment agreement where required and keep a copy for your records.

Who needs investment agreement - Desjardins?

01
Individuals or entities looking to open an investment account with Desjardins.
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Anyone who wants to invest their money in various financial products, such as stocks, bonds, mutual funds, or retirement savings plans.
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Both new and existing Desjardins customers who wish to update their investment preferences or take advantage of Desjardins' investment services.
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An investment agreement with Desjardins is a legal document that outlines the terms and conditions of an investment between the investor and Desjardins.
Any individual or entity that is making an investment with Desjardins is required to file an investment agreement.
To fill out an investment agreement with Desjardins, the investor must provide their personal information, details of the investment, and agree to the terms and conditions outlined by Desjardins.
The purpose of an investment agreement with Desjardins is to establish the rights and responsibilities of both the investor and Desjardins, as well as outline the terms of the investment.
The investment agreement with Desjardins must include details such as the name of the investor, the amount of the investment, the duration of the investment, and any other specific terms and conditions.
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