Networth Financial Corp.

Description

Networth Financial Corp. will acknowledge receipt of complaints promptly, generally within five days. We review all complaints fairly, taking into account all relevant documents and statements obtained from the client, our records, our Representatives, other staff members and any other relevant source. Once our review is complete we provide clients with our response, which will be in writing if the complaint was made in writing. Our response may be an offer to resolve your complaint, a denial of the complaint with reasons or another appropriate response. Where the complaint relates to certain serious allegations 2 , our initial acknowledgement will include copies of this summary and the CCIF. Our response will summarize your complaint, our findings and will contain a reminder about your options with the Ombudsman for Banking Services and Investments.

Networth Financial Corp. has procedures in place to handle any written or verbal complaints received from clients in a fair and prompt manner. This is a summary of those procedures, which we provide to new clients and clients who have filed a complaint.

Networth Financial Corp. (NFC) was established in 1992 and has served clients as an independent mutual fund dealer since 1994. It is a member of the Mutual Fund Dealers Association of Canada (MFDA), and is registered to provide mutual fund investments to clients throughout BC, Alberta, and Ontario.

Employee Assistance Plan is a professional counselling and referral service sponsored by the employer to provide service to employees and their family members.

NFC and Global Pacific Financial Services Ltd. cooperate in assisting advisors to transfer their client mutual fund business to NFC for mutual fund transactions. Employees may work for both companies and therefore have access to your client record in order to provide the combined services of both entities. We make this information available to our employees and third party service providers, but they will not share this information with others, unless it is necessary as disclosed in this notice, or required by law.

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