NBI Private Wealth Management

^®Mastercard, World Mastercard and World Elite are registered trademarks, and the circles design is a trademark of Mastercard International Incorporated. Authorized user: National Bank.

^® The Personal Flex Line and the All-In-One are registered trademarks of National Bank of Canada.

^TM Medical Care Assistance is a trademark of National Bank of Canada, used under licence by NBC Assistance Inc.

^MD SECURIZONE is a registered trademark of National Bank of Canada used by NBC Assistance Inc.

1. NBI Private Wealth Management is an asset allocation service offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service (such as NBI Private Wealth Management). Please read the prospectus of the NBI Funds and the Private Portfolios composing the NBI Private Wealth Management profiles before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Investors must enter into an agreement with National Bank Savings and Investments Inc. National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New-Brunswick) or Natcan Trust Company (for all activity in all other Canadian provinces and territories), subsidiaries of National Bank of Canada, act as portfolio managers of NBI Private Wealth Management, which gives them the authority to select, add or remove funds composing the NBI Private Wealth Management profiles. 
2. Financial planning services are offered by National Bank Savings and Investments Inc. (NBSI), a wholly owned subsidiary of National Bank of Canada. NBSI is registered as a financial planning firm in Quebec.
3. National Bank’s Wealth Management financial package is offered, subject to approval by National Bank, to clients of NBI Private Wealth Management who meet National Bank’s eligibility criteria, are Canadian citizens or permanent residents of Canada, and have a National Bank World or World Elite Mastercard and a National Bank CAD chequing account.
4. Discount is applicable to the standard rates of the Securizone or Securizone 360 plans for as long as you benefit from an exclusive offer. If you no longer benefit from an exclusive offer, you must agree to pay the applicable regular rate in order to continue to benefit from the plan. NBC Assistance Inc. reserves the right to terminate or modify this offer at any time. Please consult the rates and other applicable conditions on the Securizone page.
5. Subject to credit approval by National Bank of Canada. Certain conditions apply. Consult the pages for the World Elite and World Mastercard credit cards for more information about each card.
6. Certain restrictions apply. Please consult the applicable rules governing reward points under Rewards plan.
7. This coverage applies to purchases and rentals made using the card, except out-of-province medical/hospital insurance for which it is not necessary to charge the travel arrangements to the card. Certain conditions and restrictions apply. For more information, consult the pages for the World Elite and World Mastercard credit cards or the documentation available in branches.
8. Reference period starting on the account opening date.
9. On condition that required supporting documents are provided in the manner and time frame prescribed. Some restrictions may apply. The maximum amount that can be submitted for reimbursement between January 1 and December 31 of each year is $250. Eligible expenses include: airport parking fees (maximum $100), baggage fees (maximum $100) and seat selection fees (maximum $50). The claim must be submitted within 60 days of the purchase date and accompanied by proof of purchase. The travel fees must be charged to the National Bank World Elite Mastercard credit card. The maximum reimbursement amount is $250 per account. An amount not claimed in a year cannot be carried over to the following year. For more information or to obtain a copy of the reimbursement claim form, call 1‑888‑296‑8881 (toll-free) in Canada and the United States, or 1‑416‑734‑3922 (collect) from anywhere in the world.
   
10. Financing subject to credit approval by National Bank.

^®NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc. 

National Bank Investments is a signatory of the United Nations-supported Principles for Responsible Investment, a member of Canada’s Responsible Investment Association, and a founding participant in the Climate Engagement Canada initiative.