Estate Checkup Terms

By taking advantage of this opportunity, you hereby agree to consent and authorize Inc. and any of its employees/agents to provide your name, contact information, and any other personal information to Raymond James Ltd. (including any of its employees or agents) for the purposes of contacting you, and communicating with you, with respect to your financial/wealth/estate planning needs or any other products and services offered by them. Raymond James Ltd. Financial Advisors may only transact business in provinces and/or states where they are registered. Follow-up and individualized responses involving either the affecting of or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces or states where the financial advisor is not registered. Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund.