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Scotia® Investment Account
Investment Directions
In these investment directions the terms you and your refer to the customer or
customers. The terms we, our and us refer to The Bank of Nova Scotia (Scotiabank)
as dealer.
Dealer of this account
The Bank of Nova Scotia
Date of instruction
June 1, 2022
Account
information
Customer names(s) and relationship Signing authority
MISS SUKHVIRKAUR SUKHVIRKAUR
Sole
Yes
Address
VILLAGE RAMPURA
IN−PB
City
DISTT SANGRUR
Province/State
Country
India
Postal/Zip code
148026
Account type
Non−Registered Savings − Personal
Account number
106238793
Your deposit instructions
Depositing to
cash
Issuer Type of investment Current interest rate Amount
The Bank of Nova Scotia CAD Cash 0.0100% $10,015.00
Instruction received by telephone/fax/email
Yes
Funding
details
CAD Investments
Funding option
Contra
Contra serial number
8793
Total funding
$10,015.00
Total investments
$10,015.00
Acceptance
of these
investment
directions
These investment directions have been accepted by the representative noted here:
Scotia representative
Julian Ieraci
Signature Date
On behalf of
Scotiabank
Servicing branch number and name
80002 SCOTIA PLAZA
Servicing branch phone number
(416) 866−6430
2 of 2
What you
agree to
when you
sign this form
By signing here you acknowledge having received and read the Investment Companion Booklet including important information about this form
and agree to the terms and conditions contained in it relating the investments you wish to make, including the Investment Directions Agreement
for your account.
Signature Date
www.scotiabank.com ®
Registered trademark of The Bank of Nova Scotia Copy 1 − Customer Copy 2 − Branch
Additional
comments
for
instructions
made by
Tel/Fax/Email
Name of Party Providing Instruction:
Date: Time:
Transaction Type: Purchase Redemption Other
Where the proceeds are to be sent or re−invested:
GIC Name(s):
Buy:
Redeem:
Transaction Dollar Amount:
Initials
Acknowledgement for Market Linked GICs only
· I have read to the customer the required verbal disclosures for the sale of Market Linked GICs
as applicable and the customer has verbally confirmed to me that he/she understands and
accepts the terms set out in those verbal disclosures.
Acknowledgement for Personal Redeemable GICs only
· I have read to the customer the different interest rates applicable to early redemption and
the customer has verbally confirmed to me that he/she understands that the reduced
interest rate would apply for any early redemption, partial or full, prior to the date of maturity.
Additional Notes:
Additional Steps:
· In the case of a redemption, record above customer instruction for disbursement of proceeds
· Attach documentation when instructions are provided by fax or email.
· Ensure customer copies of the printed documentation and applicable disclosures documents are picked
up by or mailed to the customer without delay.

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travel.pdf

  • 1. 1 of 2 Scotia® Investment Account Investment Directions In these investment directions the terms you and your refer to the customer or customers. The terms we, our and us refer to The Bank of Nova Scotia (Scotiabank) as dealer. Dealer of this account The Bank of Nova Scotia Date of instruction June 1, 2022 Account information Customer names(s) and relationship Signing authority MISS SUKHVIRKAUR SUKHVIRKAUR Sole Yes Address VILLAGE RAMPURA IN−PB City DISTT SANGRUR Province/State Country India Postal/Zip code 148026 Account type Non−Registered Savings − Personal Account number 106238793 Your deposit instructions Depositing to cash Issuer Type of investment Current interest rate Amount The Bank of Nova Scotia CAD Cash 0.0100% $10,015.00 Instruction received by telephone/fax/email Yes Funding details CAD Investments Funding option Contra Contra serial number 8793 Total funding $10,015.00 Total investments $10,015.00 Acceptance of these investment directions These investment directions have been accepted by the representative noted here: Scotia representative Julian Ieraci Signature Date On behalf of Scotiabank Servicing branch number and name 80002 SCOTIA PLAZA Servicing branch phone number (416) 866−6430
  • 2. 2 of 2 What you agree to when you sign this form By signing here you acknowledge having received and read the Investment Companion Booklet including important information about this form and agree to the terms and conditions contained in it relating the investments you wish to make, including the Investment Directions Agreement for your account. Signature Date www.scotiabank.com ® Registered trademark of The Bank of Nova Scotia Copy 1 − Customer Copy 2 − Branch Additional comments for instructions made by Tel/Fax/Email Name of Party Providing Instruction: Date: Time: Transaction Type: Purchase Redemption Other Where the proceeds are to be sent or re−invested: GIC Name(s): Buy: Redeem: Transaction Dollar Amount: Initials Acknowledgement for Market Linked GICs only · I have read to the customer the required verbal disclosures for the sale of Market Linked GICs as applicable and the customer has verbally confirmed to me that he/she understands and accepts the terms set out in those verbal disclosures. Acknowledgement for Personal Redeemable GICs only · I have read to the customer the different interest rates applicable to early redemption and the customer has verbally confirmed to me that he/she understands that the reduced interest rate would apply for any early redemption, partial or full, prior to the date of maturity. Additional Notes: Additional Steps: · In the case of a redemption, record above customer instruction for disbursement of proceeds · Attach documentation when instructions are provided by fax or email. · Ensure customer copies of the printed documentation and applicable disclosures documents are picked up by or mailed to the customer without delay.