We recommend that you fill these forms on your desktop, laptop or tablet. Before starting the application, you will need the following: Your Social Insurance Number   Individual and Household / Entity net income

• For individuals: The Account Opening Application is the only application you need to fill out. You may be required to provide a piece of identification if we cannot verify your identity based on your SIN.
• For entities (such as a business, corporation, partnership, or estate): Additional information is required, depending on the entity type. Please see the “Account Opening Application – Entity” for details.

One of the requirements is that we have enough information about your financial status and investment knowledge to assess if our investment recommendations and your purchases are appropriate and well-suited to you.

• Your SIN allows our systems to confirm your identity.
• The SIN is also required to identify persons who may be on Anti-Money Laundering (AML) and Anti-Terrorism Financing (ATF) watch lists.

We use third-party services recognized by Canadian regulators.

No.

• When your information changes, it is important that you advise us at your earliest convenience.
• Periodically, notifications will be sent to you by mail to inquire if there are changes to your account information.

You only need to fill out the Account Opening Application once. The purchasing process will be simple. We will only require information relating to the bond you wish to purchase and any updates to the information we have on file.

• Internally, your information is only available to employees who need to service your account.
• Information relevant to your bond purchase will be forwarded to Computershare Trust Company of Canada (Computershare), the fiscal agent for the State of Israel.

Your information is kept strictly confidential. In order to process your purchases and maintain your account, your information may be shared with entities such as those listed below:

• Computershare will have information relevant to your Israel Bonds holdings but will not be given your SIN or personal financial information. Computershare can also share your purchase information with the State of Israel, the issuer of the bonds.
• Canada-Israel Securities, Limited (CISL) will have access to your information, which will be made available only to those who require it internally within the organization for the purpose of servicing your account.
• Third-party service providers will receive your SIN, but not your personal financial information.
• In some instances, limited information may be shared with affiliates of Canada-Israel Securities, Limited.

Our Commitment to Clients

Canada-Israel Securities, Limited (CISL) takes the security of our client’s personal and financial information very seriously. Our data security policies and procedures are designed to protect our clients’ personal and financial information.

We protect our clients’ sensitive information by utilizing the following:

Training: Every CISL employee is required to understand and acknowledge CISL’s data security policy. Employees receive training on data security at minimum annually.

Encryption: CISL provides a secure website with log in for clients to apply for accounts, access their accounts, and purchase bonds. You can verify that security is enabled by looking for the padlock or key icon in the URL field of your browser.

User ID and Password: To access your purchaser account online, you must provide a unique ID and password. Your password must meet certain requirements in order to ensure that it is strong and adequately secure. CISL representatives will never ask you to provide your online password.

Session Timeout: CISL uses a timeout feature to log clients off their accounts after a specified period of inactivity. This reduces the chances of your information being compromised if you leave your computer unattended.

Identity Verification Process: CISL verifies the identities of its clients at account-opening using third-party verification services or through documentary evidence such as passports or drivers’ licenses. This process is designed to ensure that the person opening the account is who they claim to be. When you contact us, we will verify your identity before discussing account information or before completing a transaction.

Our Defenses: CISL’s purchaser website is protected by firewalls and other intrusion detection mechanisms.

What You Can Do

CISL has taken important steps to protect your information. However, it is important that our customers take an active role in protecting their electronic devices and their log-in information.

We ask that you review the guidance below which includes some general guidelines and best practices:

Protect your password: Never share your password with anyone. We also recommend you change your password on a regular basis. If you feel that your password has been compromised, change it and notify us right away by calling 1‑866-543‑3351 or emailing helpdesk@israebonds.ca

Use Antivirus Software: We recommend you utilize an antivirus product on your computer to ensure that your system is regularly checked for the latest viruses.

Log out of the Website: When you have finished your transactions, it is important that you click the “logout”. If you are using a shared computer, it is recommended that you also close the browser when finished. Do not use public or unsecured Wifi to access your account.

Beware of Phishing and Clicking Links: We will never send you emails or text messages asking for sensitive information such as social insurance numbers or your password. Be very careful before clicking on links or opening attachments that you receive by email. If you receive an email that appears to be from us but you have any concerns about its validity, do not click on any links or open any attachments. Notify us right away by contacting your registered representative, calling 1‑866‑543‑3351, or emailing helpdesk@israebonds.ca

As of March 10, 2022