As our client, you will to receive:
- Confirmations of transactions;
- Periodic statements of account;
- A Simplified Prospectus or Information Folder, for mutual funds or segregated funds;
- Fund Facts Sheets;
- Annual Reports;
- Other documentation as required by legislation and regulation.
From time to time, we will send you information that we believe will be of value to your individual financial situation. However, we will not as a pattern of practice, send you bulk mailers or solicit business by mail, phone, email, or other means.