Investment and Retirement

REMINDER: Fund closures and transfers of assets

The following SSQ GIFs will be closed on November 24, 2017, and their assets will be transferred to the funds indicated in the table below.

 

FUND CLOSURES AND TRANSFERS OF ASSETS

SSQ GIF Closures	Code	Destination SSQ GIF	Code
SSQ Dynamic Power Balanced GIF	140	SSQ Balanced Strategy GIF	035
SSQ Calamos Global Equity GIF	135	SSQ Hexavest All-Country Global Equity GIF	143

 

These changes are not fundamental.

 

SSQ EQUITY GIA

Given that the SSQ Calamos Global Equity GIF is offered with the SSQ Equity GIA, and since it will be closed on November 24, 2017, the SSQ Hexavest All-Country Global Equity GIF will be made available in the SSQ Equity GIA product as of that date, with the same guarantee fees as the fund managed by Calamos.

For more information about these changes, click here.

 

DOCUMENTATION

As a result of these changes, a number of documents have been updated. To order the updated documents, please use our order form and they will be sent to you shortly. You should, however, continue using the versions of all documents that you have, including the application forms, which will be updated at a later time.