scoper & iconicrocket1: Do you know who at that branch said that they needed a copy of the statement?CSR wrote: ↑Oct 27th, 2017 12:19 amI spoke with James Choi today, he was a nice guy and fairly knowledgeable. No problem getting my $50 VISA prepaid giftcard (expires 03/18). I was going to make sure upfront that the offer was legit, but he pulled out the envelope right away with the GC. I told him that all my accounts are with TD, and I manage my own portfolio. So no pressure or hard selling. It was relaxed, some soft selling, basically telling me about their products and services. We chatted for a good 45 mins, because I was wanted to, but it could have been done much quicker. We barely looked at my statement, and they definitely did not copy it (or ask to).
From the terms: "CIBC will not retain the original or any copies of individual’s investment statement(s)"
I am going to the Front st location and meeting with Ashley.