On or around November 1, 2017, National Bank Financial Inc. (NBFI), National Bank Financial Ltd. (NBFL), National Bank Direct Brokerage Inc. (NBDB) and National Bank Correspondent Network Inc. (NBCN) will amalgamate to become a single securities brokerage firm under the legal name of National Bank Financial Inc. (hereinafter, “the Amalgamation”). NBFI, NBFL, NBDB and NBIN are wholly owned subsidiaries of National Bank of Canada.
The current activities of NBCN will continue to be carried out under the trade name National Bank Independent Network (NBIN), as a division of National Bank Financial Inc. following the Amalgamation. National Bank Financial Inc. will manage your personal information under the same practices to which you consented before the Amalgamation.
In connection with the Amalgamation, National Bank Financial Inc. will also become the plan administrator or sponsor for all registered plans offered through us and for which Natcan Trust Company acts as the trustee.
A copy of each registered plan’s new Declaration of Trust and related documentation listed hereunder are available:
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Tax-Free Savings Account (TFSAs)
- Registered Education Savings Plans (RESPs)
- Registered Disability Savings Plans (RDSPs)
- Locked-In Registered Plans (LIRAs, LIFs, etc.):