Professional Documents
Culture Documents
How To Read Your Statements ScotiaMcLeod ENG 0316
How To Read Your Statements ScotiaMcLeod ENG 0316
1
******** *****
0000 ******* ** *** 000
Address Information
650 West Georgia Street
2
Asset Class Summary: Summarizes
VANCOUVER BC V6G 2K9
Suite 1100, P.O. Box 11615
Vancouver BC
V6B 4N9
10.62%
3.74%
1
5 Security Description: All securities
9.81%
For demonstration
purposes only
Phone: (604) XXX-XXXX all the investments in your account,
displayed in the Account Holdings
Website: www.scotiawealthmanagement.com
Branch Manager: Jill Manager
Account Summary preferreds, equities, and other. Each described otherwise in this column.
Securities registered in your name are
-
U.S. DOLLARS
FOR INFORMATION PURPOSES
30,125
ONLY
1 USD = 1.2500 CAD 37,656
overall account.
MEXICAN PESOS 160,582 1 MEX = 0.06917 CAD 11,080
HRI-
$1,758,125
2 Pie Chart: Displays each asset class acquiring one share or unit of a security,
SWSTM10001_2839478_001
4 5 6 7 8 9
Page 1 of 25
down by percent of total assets. 7 Adjusted Book Value: The total
®Registered trademark of The Bank of Nova Scotia, used under licence. ™Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth
Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company
(Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance
Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of
Scotia Capital Inc. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of
Canada.
Enriched Thinking®
® Registered trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management® consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®);
The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance
Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. Scotia Capital Inc. is a
member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
(820 11266-04 09/18)
ScotiaMcLeod®, a division of Scotia Capital Inc. 2
Enriched Thinking®