At CIBC Imperial Service, investment advice and services and financial planning services are provided by CIBC Imperial Investor Service (IIS) division of CIBC Investor Service Inc. (ISI) or by CIBC Securities Inc. (SI), and in Quebec by SI. ISI and SI are subsidiaries of CIBC and members of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.
In order to access such trading services, a customer must be resident in Canada at the time of the trade.
This communication does not constitute any offer or solicitation to residents of the United States or the United Kingdom, or any other jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult their advisors to determine if these products and services may lawfully be sold in their jurisdiction.
CIBC and its subsidiaries provide services in those jurisdictions in which CIBC or the particular subsidiary is licensed or permitted to conduct business. CIBC Private Banking subsidiaries outside of Canada and the United States are not licensed to provide trust, investment advisory, loan, or brokerage services in Canada or the United States.
CIBC Imperial Service is available only in select markets, depending on the availability of qualified professional advisors
CIBC Personal Portfolio Services® is a discretionary investment management service provided by CIBC Trust Corporation and distributed by SI and ISI, subsidiaries of CIBC, to individuals with household investable assets greater than $250,000.
The CIBC logo and CIBC GoalPlanner™ are trademarks of CIBC. CIBC GoalPlanner is available to CIBC Imperial Service clients.
CIBC Imperial Service is available in selected markets and is most appropriate for households with investments and savings greater than $250,000.
® Registered trademarks of CIBC.
1 Source: Financial Planning Standards Council, The Value of Financial Planning, results released February 2014. Surveys were conducted from August 2009 to August 2012. The research surveys the general English-speaking population in Canada (excluding Quebec). The results listed are from the third year of research, conducted from April to August 2012.
