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.
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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
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