Investment and Retirement

New Redemption fees calculator online

Good news! In order to offer you greater autonomy, effective next Monday, you will have access to a new Redemption fees calculator online. This new tool will allow you to consult and to estimate the fees charged to your clients for fund redemptions with the back-load sales charge option or for redeemable GIA redemptions (accumulation plans only).

In addition, the tool Back-load sales charges, will allow you to consult all of the maturity dates for back-load sales charge units in order to better plan your client’s possible redemptions.

To access these tools, you can simply go to the secure investment site and access your client’s file using the “Client’s Folder” option under the “Services” section.  Once in your client’s file, you will see two new options in the “Tools” menu: 

 

Note: Your clients do not have access to these options; they can only be viewed by the advisor and the agency.

Please contact our Client Services if you need help using these new practical tools!