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Fiscal allocations as at December 31, 2021

January 20, 2022

The fiscal allocations table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2021 is now available.

Allocations Table (as at Dec. 31, 2021)

  • Allocations pertain to clients who held fund units between January 1, 2021, and December 31, 2021
  • They vary based on the period during which each client held fund units during this period
  • Only non-registered contracts are taxed annually
  • These allocations are also a good indicator for the funds offered in other series or products

 

Segregated funds offer significant tax advantages!

  • Segregated funds are the only investment funds where capital losses are allocated to unit holders
  • This is a major advantage for investors, who can claim a deduction for these losses and offset capital gains realized in the same year or in the three previous years
  • Unused capital losses can be carried forward indefinitely to offset capital gains that will be realized in the future


Click here for more information about the tax treatment of segregated funds.


You can also refer to your sales teams for more information.

Topics : Savings, Investments

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