Meet With an Investment Advisor

- 1. Meet With Financial Advisor
- 2. Confirm & Submit

Need advice about investment planning? Fill out the form below and we'll contact you within 2 business days.

All fields required unless indicated

Your Information

First Name

Last Name

Membership

Are you a member of CUA?

Yes

Appointment Information

How would you like to meet?

Phone

In Person

Investment Information

Investment Goals

What type of investments are you interested in? (optional)

Privacy Agreements

I consent to CUA collecting, using and disclosing my personal information as described in the agreement below.

Full Agreement

I consent to the Financial Institution, and its agents and representatives, collecting, using, and disclosing my personal information provided in connection with this Application, and any changes or additions to this information provided in the future, for the purposes of:

providing me, or a third party for whom I am acting, with Financial Institution products and services that I have applied for or may apply for in the future and providing information to suppliers of products and services to me or the Financial Institution in connection with providing these Financial Institution products and services;
understanding my needs and determining the suitability of products and services for me; determining my eligibility for these products and services;
establishing my identity; verifying information provided by me with third parties including my employer and other financial institutions, verifying information provided by third parties; administering the Account; and making sure my records are kept separate from others with the same name;
protecting me, a third party for whom I am acting, or the Financial Institution from error and fraud such as identity theft;
collecting a debt owed to the Financial Institution;
transferring or selling Financial Institution assets, such as in an acquisition, merger, loan syndication, securitization of loans, or sale of loans;
complying with legal requirements, including money laundering laws and regulations.

I consent to the Financial Institution, and its agents and representatives, disclosing my personal information to:

suppliers of products and services to me or the Financial Institution, including data service providers, cheque printers, card manufacturers, affiliates of the Financial Institution, provincial or national central Financial Institutions or trade associations, in connection with providing and administering my Account and other products and services provided to me, or a third party for whom I am acting;
participants in the payment and clearing systems in connection with providing or administering my Account and other products and services provided to me or a third party for whom I am acting, and to other financial institutions that I request pay cheques drawn on the Financial Institution;

If there is more than 1 Applicant, I consent to the Financial Institution disclosing information about the Account as instructed by either/any 1 of the Applicants.

If you have questions about the collection, use and disclosure of your personal information by the Financial Institution, please contact us.

I consent to CUA sending commercial electronic messages to me for marketing purposes, including providing me with information about products and services and special promotions that may be of interest to me or sending research surveys, invitations, or newsletters to me.

I understand that I can withdraw my consent at any time by contacting CUA, and that CUA is collecting, using and disclosing my personal information for the above purposes in accordance with its Privacy Agreement.