Fidelity presents VISION2023

No, this event is for advisors who have registered and received a confirmation e-mail from Fidelity.

In keeping with our efforts to support the green initiative, your digital ticket will be sent one week prior to event day to the email address you registered with. Please be ready to scan it from your mobile device on-site the day of the event on January 31, 2023.

To qualify for CE credits, you are required to sign in and out by scanning the digital ticket you received in your confirmation email for each segment at our kiosks onsite.

Fidelity will apply for CE credits immediately following the event, and once we have received approval from the applicable regulatory bodies, CE certificates will be emailed directly to eligible attendees. Any applicable CE credits will be assigned retroactively and will be emailed to you in approximately six to eight weeks. We will submit event content to the following regulatory bodies for review:

• The Institute (IAFE)
• Investment Industry Regulatory Organization of Canada (IIROC)
• Mutual Fund Dealers Association of Canada (MFDA)
• Chambre de la sécurité financière (CSF)
• Institut québécois de planification financière (IQPF)
• Alberta Insurance Council (AIC)
• FP Canada™
• Insurance Council of Manitoba (ICM)
• Insurance Councils of Saskatchewan (ICS)
• Insurance Council of British Columbia (ICBC)

Yes, Fidelity Investments is happy to support the green initiative effort by going paperless. A QR code will be available on-site the day of the event to access the presentations and other event related materials.

Yes, complimentary Wi-Fi will be offered in the meeting room at the Metro Toronto Convention Centre.

The Metro Toronto Convention Centre, North Building is located at 255 Front Street West, Toronto Ontario, M5V 2W6. Our event will be held in the Constitution Hall, Rooms 105-106, on the lower level.

No, National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide transportation for attendees to and from an event. (This includes the payment of a car rental fee, parking expenses and any gas or mileage in relation to a car used by an attendee during the conference.) If applicable, you will need to make and pay for your own arrangements for airport transfer via your preference (taxi, car rental, airport shuttle, etc.).

Metro Toronto Convention Centre is close to Union Subway station, the GO Bus Terminal station and the UP Train station. There is pay parking at the Metro Toronto Convention Centre at a daily rate of $27 CAD.

You will need to make and pay for your own accommodations. National Instrument 81-105, Mutual Fund Sales Practices, does not permit Fidelity Investments to pay for or provide accommodations for event attendees.

As always, our plans are formed based on public health guidelines with your health and safety top of mind. Before registering, please refer to the Metro Toronto Convention Centre’s Health and safety guidelines found here. (*Subject to change based on provincial mandates or venue restrictions.)

Fidelity values the safety of its guests, speakers, staff, employees, and vendors. Despite our best efforts, we cannot absolutely guarantee that you will not be exposed to COVID-19 while attending this event. An inherent risk exists in any large gathering. By attending this event, you voluntarily assume all risks related to exposure to COVID-19 and agree to abide by established protocols and guidelines.

Fidelity is committed to proactively researching and implementing eco-friendly alternatives to help improve sustainability at our events. A few ways we achieve this is by:

• Where possible, we book venues that are designated as Green Lodging Destinations. Please see the Metro Toronto Convention Centre sustainability and green practices here.
• We are a paperless conference. A QR code will be available on-site the day of the event to access the presentations and other event related materials.
• Any on-site signage Fidelity uses is 100% recyclable
• We encourage you to bring your own re-usable water bottle to refill at our water stations
• Where possible we use biodegradable packaging for any applicable items

We encourage you to submit any other suggestion that you have may have to help support sustainability at our events. Please email [email protected].

If you have any dietary restrictions or additional questions not covered here, please feel free to contact Jessie Sarafian at [email protected], and she will be happy to assist you.

If you would like to cancel, please contact Madeleine Andrew at [email protected].

Yes, please go to the links found in your confirmation email to switch your choice or contact Madeleine Andrew at [email protected] and she can assist you.

To qualify for CE credits, you are required to register your attendance for each educational segment of the event by scanning your name badge prior to each presentation. Fidelity will apply for credits separately for each segment of the conference. Therefore, if you miss any sessions within a segment, you will not receive credits for that segment. Once we have received approval from each governing body, your CE credits will be emailed directly to you.

Fidelity will apply for CE credits immediately following the event. Any applicable CE credits will be assigned retroactively and will be emailed to eligible attendees in approximately six to eight weeks. Fidelity will submit event content to the following regulatory bodies for review:

• The Institute (IAFE)
• Investment Industry Regulatory Organization of Canada (IIROC)
• Mutual Fund Dealers Association of Canada (MFDA)
• Chambre de la sécurité financière (CSF)
• Institut québécois de planification financière (IQPF)
• Alberta Insurance Council (AIC)
• FP Canada™
• Insurance Council of Manitoba (ICM)
• Insurance Councils of Saskatchewan (ICS)
• Insurance Council of British Columbia (ICBC)

Fidelity ensures that all allergies and dietary restrictions or special needs are taken seriously, and we will do our best to accommodate your requirements. If applicable, please ensure you list your restrictions for yourself or your registered guest when filling out the registration page. Alternatively, you can email Darlyn Dimayuga at [email protected].

If you’d like to cancel, please contact Darlyn Dimayuga at [email protected].

Yes, please go to the links found in your confirmation email to switch your choice, or contact to Shannon Jennings at [email protected], and she can assist you.

Once registered, you will receive a confirmation email with all the trip details. Also, an informational email will be sent to you the week of November 21, 2022. If you have any immediate questions not covered here, please feel free to contact Darlyn Dimayuga at [email protected]; she will be happy to assist you.

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