On November 28, your clients can benefit from the changes that were presented last August:
- 4 funds added (Helios and Helios2 only)
- 4 funds closed to new deposits and switches
- Fee options closed to new deposits
- Management fees reduction for 4 funds (Helios and Helios2 only)
For more details, see the
announcement we made in August.
Regulatory material and forms
We’ve updated the Contract and Information Folder, Fund Facts and the Fund Chart. Use them starting November 28. You’ll be able to order copies of these documents from the warehouse starting in the week of December 5 (please use the numbers below when ordering). You can also use the PDF versions.
| English version | French version | Availability of printed copies |
|---|
| Contract and information folder |
13188E |
13188F | In the week of December 5 |
| Fund Facts – series 6 and 8 |
13188E01 |
13188F01 |
| Fund Facts – series 7 |
PDF |
PDF | N/A |
| Fund Facts – series 5 | PDF are available under Investments > Discontinued products (password required) |
| Fund Facts – series 3 |
| Fund Facts – series 1 |
| Fund Facts – series IGP |
| Contract application |
13137E |
13137F | In the week of December 12
|
| Contract application – Intermediary/Nominee name form (only available on this site) |
13138E |
13138F | N/A |
| Contract application – TFSA |
13139E |
13139F | In the week of December 12 |
| Statement of direction |
13140E |
13140F |
| Fund chart (all contracts) - PDF only |
20105E |
20105F | N/A |
Printed copies of the forms should be available in storage in the week of December 12. Until then, use the PDF versions. We will accept previous versions of the forms until February 28, 2023.
Sales material
We’ve updated the following documents. Use the PDF versions.
| Materials for clients | English version | French version |
|---|
| DFS Guaranteed Investment Funds leaflet |
18029E |
18029F |
Intermediary Network Sales Support and Expertise
