Account Opening Forms

For completion by persons investing in CI Mutual Funds. DOWNLOAD

To be completed for all investments (i.e. new accounts and additions to existing accounts). DOWNLOAD

For completion by corporate entities, such as limited liabilities, partnerships, associations, charities, churches in order to establish an account. DOWNLOAD

To be completed by all persons, that is, non-corporate entities, who are opening an account. CLICK HERE

The MRRA should be completed by clients investing in the JNFM Wealth Accumulator and JNFM Tax-Free Investment Plan. DOWNLOAD

Transaction Forms

For holders of CI Mutual Funds who wish to request automatic rebalancing of CI accounts. DOWNLOAD

For completion by clients who wish to encash funds from their investments. DOWNLOAD

Transfer Form DOWNLOAD

JN Mutual Funds

Mutual Funds Redemption Request Form DOWNLOAD

JN Mutual Funds Subscription Form DOWNLOAD

All Other Forms

Request changes to the Client Information Form submitted initially. DOWNLOAD

Clients are invited to provide feedback on JNFM’s services by completing and submitting this form electronically. DOWNLOAD

For individuals and corporate entities choosing to use fax messages or emails to give instructions on their accounts. DOWNLOAD

Share Certificate Indemnity Form. DOWNLOAD

A declaration to be completed by all persons who purchase CI Mutual Funds. DOWNLOAD

For completion by clients applying for their TRN. DOWNLOAD

Client Login