SPECIAL MEETING OF CI FINANCIAL SHAREHOLDERS

The Board of CI Financial unanimously recommends a vote FOR the Arrangement Resolution.

Shareholders are encouraged to vote well in advance of the Proxy Voting Deadline on Monday, February 10, 2025, at 10:00 a.m. (Toronto time)

Meeting Materials

Letter to Shareholders

Reasons for the Arrangement

FAQ

Management Information Circular

Notice of Meeting

Form of Proxy

Letter of Transmittal

Virtual Meeting Guide

Voting Instructions

How do I vote?

Shareholder Questions

Shareholders who have questions or require voting assistance may contact CI Financials’ Proxy Solicitation Agent:


Laurel Hill Logo

North America Toll Free: 1-877-452-7184

Collect Calls Outside North America: 416-304-0211

Email: assistance@laurelhill.com