New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.
Digital shift
As announced on May 3, our Fund Facts documents are going digital and will no longer be available in hard copy. Please refer to this article to find out how to provide them to your clients to meet your compliance requirements.
Note that Information Folder documents remain available for order in hard copy, but that downloadable documents are recommended.
|
|
Quick and easy with By opting for our industry-leading sales tools, EVO Savings or the RESP New Issue Tool, you can complete your new Savings applications in as little as nine minutes and ensure that up-to-date electronic copies are automatically sent to your clients. |
