When Signing Up for a Corex account
During the "Assumptions" process of account creation, individuals who are members of CIRO member firms must self-declare this information.
This step will not delay the account creation process. However, the Corex support team will reach out to confirm the following before any trading can begin:
- The organization or firm to which the individual is associated,
- The position held within the organization.
In some cases, additional supporting documentation may be requested to verify the information provided.
Requesting duplicate statements
If duplicate statements are required, a request can be submitted to Corex's support team.
A signed letter (a scanned version is acceptable) from the individual or compliance department will be needed, specifying the organization or firm and the intended recipient for the duplicate statements.
Disclaimers:
Corex is the official service provider for account-related activities such as account creation, trades, and transfers. For any assistance regarding account setup, documentation, or trades, individuals must reach out to Corex directly.
Corex Financial Inc. ("Corex") offers wealth management products and services to Manzil customers. Corex Financial Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your Corex accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). All trademarks are the property of their respective owners. Corex will determine what investments are suitable for you.
