Important Haywood Client Notices 

For All Accounts

• Client Agreement
• Relationship Disclosure Advisory
• Relationship Disclosure Managed
• Conflict of Interest Disclosure
• Electronic Funds Transfer - Terms and Conditions
• Administration Fee Schedule: Effective January 1^st, 2023
• Strip Bonds and Strip Bond Packages Information Statement
• Best Execution Polices
• Escheatment of Physical Certificates
• Client Notification - Marijuana Related Businesses
• Client Notice - Risk of Email Fraud
• T+ 1 Client Notice
• 2025 Tax Form Mailing Dates

Declarations of Trust

• Tax Free Savings Account Declaration of Trust
• Family Education Savings Plan Declaration of Trust
• Individual Education Savings Plan Declaration of Trust

For Option Accounts

• Risk Disclosure Statement for Futures and Options

For Institutional  Accounts

• National Instrument 24-101 Trade Matching Statement

For Managed Accounts

• Allocation of Investment Opportunities for Managed Accounts

Keeping You Informed

• Privacy and Protection of Information Policy
• Impacts on Certain Clients Under US Withholding Tax Rules
• Communication with Beneficial Owners of Securities
• Trade Matching Statement
• Business Continuity Plan
• CIPF Disclosure Brochure (English)
• CIPF Disclosure Brochure (French)
• How CIRO Protects Investors

Handling Complaints

• Complaint Handling Policy
• IIROC Guide – Making A Complaint: A Guide for Investors Part 1 of 2
• IIROC Guide – How Can I Get My Money Back: A Guide for Investors Part 2 of 2
• Ombudsman Brochure
• Agent for Service info