This information is required to prepare your Life Goal Plan – Wealth Portrait as well as for the analysis of your insurance needs, as the case may be (hereinafter referred as to the “Mandate”).

Carrying out the Mandate that you have selected may require the contribution of experts from National Bank Insurance Firm Inc. (“NBIF”), a company related to NBFWM. By signing below, you agree that NBFWM will collect, use and share the information contained in this form as well as the information contained in your client profile and any financial plan or financial analysis resulting from the Mandate with NBIF.

Collect, use, and disclose your personal information:

The NBFWM and National Bank of Canada (together referred to as the «Bank») collect, use, and disclose my personal information including:

• realize the mandate

• provide me with the requested products and services and manage my account

• Understand my financial needs, to select products and services that suit me, and to improve my interactions with the Bank unless I refuse

• prevent fraud, manage risks, and comply with laws

• enable the Bank to improve and develop its products and services and better understand its customers

• enable the Bank to present offers and other promotional communications or those of its business partners, unless I refuse

• For any other purpose set out in the Bank’s Privacy Policy available on nbc.ca

My personal information will be kept by the Bank and its subsidiaries for a reasonable period of time following the end of the business relationship in order to comply with their legal obligations.

The policy mentions among others:

• What information we collect, with whom we communicate it and how we use and store it

• Your options and rights

• How to manage your consents

If you have any questions, you can contact your advisor or our Chief Privacy Officer confidentiality@nbc.ca.