Investment and Retirement

Have you tried our online redemption fee calculator?

Our redemption fee calculator has been online since the beginning of the year. Have you given it a try?

The calculator allows you to estimate the fees for full or partial redemptions for funds with the back-load sales charge option or for redeemable GIAs (accumulation plans only).

 

BACK-LOAD SALES CHARGES

To better plan your customers’ redemptions, please note that you can also use the back-load sales charge tool. This tool allows you to consult maturity dates of all units with the back-load sales charge.

 

HOW CAN I ACCESS THESE PRACTICAL TOOLS?

In three easy steps:

1. Go to the secure investment website
2. Access "Client’s Folder" under the "Services" section
3. Once you are in your client's file, you'll see two options under the "Tools" menu: Back-load sales charges and Redemption fee calculator

 

Note that your clients do not have access to these tools as they are available for advisors and general agents only.

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