You can fund your MD ExO Direct account in three ways:

• through a one-time deposit
• by scheduling a pre-authorized contribution
• by transferring cash from an existing account with MD or another financial institution

Yes, you can open as many accounts as you would like.

MD Management Limited displays your return using a money-weighted return process, which takes into account the returns you earn on deposits, as well as the returns on your investments.

Your account will be invested in an MD Precision Portfolio or the MD Money Fund. MD Precision Portfolios are made up of underlying funds and feature a regularly rebalanced structure that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals. The MD Money Fund is not made up of underlying funds and, therefore, does not need to be rebalanced.

Maintaining your confidentiality and protecting your personal information are fundamental to the way we do business with you. Our privacy policies detail how our financial services and practice management business groups collect, use and disclose your personal information. Where applicable, privacy statements have been developed to provide you with details about our information-handling practices for the specific products and services that you use. These policies and statements are available from the MD ExO Direct advisory team and on our website. The privacy policies and statements are designed to provide a cohesive framework to guide MD Financial Management’s information-handling practices.

Your account will be invested in an MD Precision Portfolio or the MD Money Fund. MD Precision Portfolios are made up of underlying funds and feature a regularly rebalanced structure that keeps your portfolio’s asset allocation on track and helps you achieve your financial goals. The MD Money Fund is not made up of underlying funds and, therefore, does not need to be rebalanced.

First, please check that your audio is not on mute. If you are still experiencing difficulties with your computer audio, you can join the meeting by phone instead. Your email invitation will provide a number and meeting access code for you to call in from your phone.