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Understanding the basic paperwork you signed at your investment institution

It is common for the average person to not fully comprehend what they are signing at their investment firm. Instead they fully trust that their investment advisor or financial advisor that full verbal disclosure is given to them for the important information they need before opening an account. Join us as we discuss the basic paperwork that most investment clients go through in their regular course of a client relationship with an investment firm.

Additional Info:

Instructor Info

Wei Woo

Excluded Activity Dates

These are noted days where “Understanding the basic paperwork you signed at your investment institution” will have no activities due to holidays or another reason.

More info for this activity is coming soon.

Please check back later.

Class Info

DateMay 18
DayWednesdays
Time1:30 PM to 3:00 PM
Availability10 Spots Available
LocationEdmonton Room

This class will occur 1 time
during this session.

Class Prices

Member Session Fee:$3.00
MEMBERS: Click here to register
Non-Member Session Fee:$4.00
NON-MEMBERS and/or DROP-INS:
Register by phone or in person