The Helios2 Contract is changing: New version available on November 30

Intermediary Network Sales Support and Expertise November 25, 2020

Back in August, we announced we’d be making some changes to the Helios2 Contract, and the time has finally come! Your clients can get access to:

  1. Revised fees
  2. Two new fee options
  3. Nine new funds

For more details, see the announcement we made in August.

Regulatory material and forms

We’ve updated the Contract and Information Folder and the Contract Application documents. Please note the following changes to the regulatory documents::

  • The Fund Facts have been combined into one document, which will be available separately from the Contract and Information Folder from now on. Please make sure to give both to your clients at the time of sale.
  • The fund charts that were previously in the Contract Application documents are now available in a separate document. This document also replaces the fund chart (13244E) that was created for the Helios2 Contract.
  • We’ve prepared a checklist to help you with the sales process.

Starting November 27, you’ll be able to order copies of these documents from the warehouse (please use the numbers below when ordering). You can also use the PDF versions.

Regulatory documentsEnglish versionFrench version
Contract and Information Folder 13188E 13188F
Fund facts 13188E01 13188F01
Contract application 13137E 13137F
Contract application – Intermediary/Nominee name form (only available on Webi) 13138E 13138F
Contract application – TFSA 13139E 13139F
Statement of direction 13140E 13140F
Helios2, Helios, Millennia III (First Edition, Classic and New Era) and IGP Fund Chart (only available in PDF for now) 20105E 20105F
Checklist – Sales process (only available on Webi) 20173E 20173F

We’ll accept previous versions of the forms until December 31, 2020. However, given how important the changes are, we strongly suggest you only use the new forms.

Sales material

In the week of November 30, you’ll be able to order copies of these documents from the warehouse (please use the numbers below when ordering). You can also use the PDF versions.

Materials for clientsEnglish versionFrench version
DFS Guaranteed Investment Funds leaflet 18029E 18029F
Materials for representativesEnglish versionFrench version
Representative’s guide 113185E 13185F
Quick reference guide 113186E 13186F
Responsible investment portfolios 18050E 18050F
Wise ETF Portfolios
(only available on Webi)
19166E 19166F


Intermediary Network Sales Support and Expertise