Key Information for Financial Service Providers
1. General Information
| Category | Details |
| Company Name | Norvendale Trust |
| Memberships | Registered with the Canadian Securities Administrators (CSA) and regulated by the Canadian Investment Regulatory Organization (CIRO); member of the Canadian Investor Protection Fund (CIPF) |
| Website | norvendale-trust.ca |
2. Financial Instruments Offered
(The financial products we offer are as follows:)
| Product Category | Available | Product Category | Available |
| Deposits (without investment risk) | — | Deposits (with investment risk) | — |
| Domestic equities | ✓ | Foreign equities | ✓ |
| Domestic bonds | ✓ | Foreign bonds | ✓ |
| Structured products | — | Investment funds | ✓ |
| Wrap accounts | ✓ | ETF / ETN | ✓ |
| REITs | ✓ | Other exchange-traded products | ✓ |
| Derivatives trading | ✓ | Insurance (with investment risk) | — |
| Insurance (without investment risk) | — | — | — |
Additional Products:
FX (foreign exchange trading), CFDs, binary options, international trading, commodities trading, margin lending (securities-backed lending), crowdfunding
3. Principles for Product Selection
(Concept and criteria for selecting our financial products)
To meet the diverse needs of our clients, we offer a broad range of financial products, including equities, bonds, investment funds, and derivatives. These products are selected taking into account various risk classes (from low to high) and geographic markets (from developed to emerging markets).
We ensure that clients are able to make decisions aligned with their individual investment objectives by providing transparent and clear information on the features and risks of the financial products and services offered.
As an internet-based financial service provider, we leverage our technological capabilities to deliver tailored financial solutions to each client based on their financial situation, investment behavior, and objectives.