Make your competitive fund offering even better with new fee-based segregated fund series and fee rebates. Respond to client concerns about fees with new fee-for-service fund series and enhancements to emphasize the value of your advice. Partner and Preferred partner series are designed to provide clarity about what clients pay to invest with you. Clients can customize the fees they pay according to their needs and goals. Give clients a better understanding of what your advice costs so they can invest with confidence.
And, if clients have more than $100,000 in assets, they may qualify for rebates on the fees they pay.
Fee rebates lower investment costs and help grow the overall value of a client’s portfolio. Fee rebates apply across several segregated funds series. Find Partner series and fee rebates resources on WealthCentre | 
