Business Activity Disclosure
As a Carte Wealth Management Inc. Representative, I am engaged in various business activities including being a registered Mutual Funds Salesperson, an Artist, a Volunteer, and a Business Owner and represent separate companies for each purpose. As such, you may be dealing with more than one company depending on the products purchased, or services rendered. Remuneration also varies with the products purchased, or services rendered. I will be representing Carte Wealth Management Inc. for the sale of mutual fund products and will provide you with the name of the entity that I represent while conducting business as , an Artist, a Volunteer and a Business Owner. The business activities relating to my position as an Artist, a Volunteer and a Business Owner are not the business of, or under the supervision of Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
I, Jessica Sarrazin, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.
1. I am also a self-employed Artist, selling art, accepting commissions for custom artworks and teaching art lessons. Any activity relating to my occupation as an Artist is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
2. I am also a Volunteer with Arbor Gallery, where I am responsible for gallery sitting and assisting with fundraising. Any activity relating to my volunteer work is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
3. I am also a Business Owner represented by Pin and Blossom, a company through which I create and sell handmade clothing, jewelry, and home décor items. Any activity relating to my company is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
4. I am also a Volunteer with Prescott Russell Anti-Racism Work Group. Any activity relating to my volunteer work is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
I, Jessica Sarrazin, wish this distinction to be clear, and if you are not sure of the difference, let us discuss it, or I can suggest sources from which you can obtain the necessary explanation. Our self-regulatory organization, The Mutual Fund Dealers Association of Canada (“MFDA”), has rules which state that the distinction between these business activities must be clear and that you understand the difference for the purposes of this transaction.
I, Jessica Sarrazin, am a registered mutual fund salesperson represented by Carte Wealth Management Inc.
1. I am also a self-employed Artist, selling art, accepting commissions for custom artworks and teaching art lessons. Any activity relating to my occupation as an Artist is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
2. I am also a Volunteer with Arbor Gallery, where I am responsible for gallery sitting and assisting with fundraising. Any activity relating to my volunteer work is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
3. I am also a Business Owner represented by Pin and Blossom, a company through which I create and sell handmade clothing, jewelry, and home décor items. Any activity relating to my company is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
4. I am also a Volunteer with Prescott Russell Anti-Racism Work Group. Any activity relating to my volunteer work is not the business of, or under the supervision of, Carte Wealth Management Inc., and Carte Wealth Management Inc. will not be liable or responsible for such activities.
I, Jessica Sarrazin, wish this distinction to be clear, and if you are not sure of the difference, let us discuss it, or I can suggest sources from which you can obtain the necessary explanation. Our self-regulatory organization, The Mutual Fund Dealers Association of Canada (“MFDA”), has rules which state that the distinction between these business activities must be clear and that you understand the difference for the purposes of this transaction.