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In certain Provinces or Territories, these rules require dealers and advisers, prior to trading with or advising their clients or customers, to inform them of the relevant relationships and connections with the issuer of the securities. The Filers have determined that there are sufficient similarities between the Programs that it would be beneficial for clients to be serviced by Online Program Representatives who are familiar with, and knowledgeable about, both Programs and who can assist clients to onboard either Program and to carry out ongoing client service, as required, for both Programs. This statement contains a general description of the required disclosure. Blossom: Social Investing.
