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CI Investments Inc. (CI Global Asset Management - CI GAM) fax number

(800) 567-7141

CI Investments Client Services / Portfolio Select Series

Used for: Receiving dealer/service documents and account-transfer paperwork via fax; commonly used for Portfolio Select Series dealer service forms and registered-investment transfers

Fax destination details

Department
CI Investments Client Services / Portfolio Select Series
Purpose
Receiving dealer/service documents and account-transfer paperwork via fax; commonly used for Portfolio Select Series dealer service forms and registered-investment transfers
Form
Portfolio Select Series Dealer Service Form — Portfolio Select Series Dealer Service Form
Address
CI Place, 151 Yonge Street, Eighth Floor, Toronto, ON M5C 2W7, Canada
Voice phone
1-800-563-5181

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  • Keep the delivery confirmation with your submission records.

Complete plan/account information and submit to CI Investments via the designated fax for dealer onboarding, changes, or service requests

Official form instructions are published as a downloadable file on the organization's website.

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