LEGAL NOTES


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1 NBI Private Wealth Management is offered by National Bank Investments Inc., a subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and other expenses all may be associated with investing in an investment fund and using an asset allocation service (such as NBI Private Wealth Management). Please read the prospectus of the NBI Private Portfolios in each NBI Private Wealth Management profile before making an investment. The funds are not guaranteed, their values change frequently and past performance may not be repeated. There can be no assurances that the full amount of the investment in a fund will be returned. Investors must enter into an agreement with National Bank Investments Inc., which retains the services of National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New Brunswick) or Natcan Trust Company (for all activity in other Canadian provinces and territories), subsidiaries of National Bank of Canada acting as portfolio managers, giving them the authority to select, add or remove NBI Private Portfolios in NBI Private Wealth Management profiles. 

2 Financial planning services are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. National Bank Investments Inc. is registered as a financial planning firm in Quebec.

3 National Bank’s Wealth Management Financial Package is offered, subject to approval by National Bank, to clients of NBI Private Wealth Management who meet National Bank’s eligibility criteria, are Canadian citizens or permanent residents of Canada, and have a National Bank World or World Elite MasterCard and a National Bank CA$ chequing account.

4 Subject to credit approval by National Bank. Subject to credit approval by National Bank. Certain conditions apply. For further information on World and World Elite MasterCard credit cards, visit nbc.ca/mastercard.

5 Medical Care Assistance is offered to clients enrolled in the National Bank Wealth Management Financial Package, their spouse and the members of their immediate family living at the same address. The SECOND MEDICAL OPINION is offered starting on the date National Bank Assistance Network (“NBAN”) receives a medical certificate attesting an accident or critical medical condition covered by Medical Care Assistance. HOME ASSISTANCE provides the services of a home helper for up to 12 hours per year per Wealth Management Financial Package starting on the date NBAN receives a medical certificate attesting an accident or critical medical condition covered by Medical Care Assistance. The MEDICAL CONCIERGE SERVICE gives clients access to up to 10 calls per year per Wealth Management Financial Package, regardless of the client’s state of health, and up to 6 months’ unlimited use of the service starting on the date NBAN receives a medical certificate attesting an accident or critical medical condition covered by Medical Care Assistance. The HEALTH INFORMATION LINE is available for up to 6 months’ unlimited use starting on the date NBAN receives a medical certificate attesting an accident or critical medical condition covered by Medical Care Assistance. For terms and conditions, please visit nbc.ca/careassistance.