Printer-friendly versionPDF version

Expect new funds and even more resources to help you meet clients’ needs with a broader range of investment solutions. Get your updated fund materials on WealthCentre.

  ----------------------------------------------------------------------------------------------------------------------------------------------

Segregated fund updates

Clients continue to receive lower costs on their investments. Fee reductions across individual segregated funds, which began in May, continue with a focus on asset allocation funds. Get details on the reductions for these popular, highly desired client funds in updated resources:

·        Updated fee reduction comparison charts
 

Support your segregated fund sales to clients with new and updated materials:

·        Fee reduction comparison charts

·        Summary of fund changes

·        Fund code/trailer fee chart

·        MER infographic

·        Revised Quick reference guide

·        Client brochure

·        Income solutions summary
 
 
Provide greater value on your clients’ investments through a more focused, consistent fund shelf offering. Get all your updated fund information and support material on WealthCentre