Many of our clients hold at least some CI funds, as CI has a stable of strong fund managers who have proven track records of sound fund management and good returns. Indeed, many of the CI funds that we recommend are top performers in their respective sectors.

We are happy to announce that CI is introducing a revamped Preferred Pricing program. Previously, in order to get set up with Preferred Pricing, eligible clients had to sign some documents to authorize the move their fund(s) into the reduced fee fund version(s). Eligible clients will receive a letter in the mail from FundEX about this.

Now, however, eligible clients will automatically have the reduced fee option triggered. Clients don’t need to do anything to receive this lower fee. Your statement will simply show the switch transaction on it.
For clients eligible for reduced pricing within their Non-Registered accounts, rest assured that this automatic switch will not trigger any taxable event and will not receive any other paperwork, such as fund fact documents, as the funds themselves won’t change.

CI is also rolling out an extended family account linking option which can be very beneficial and result in significant savings. Eligible family members who reside in the same address – and now even at different addresses! – can combine family assets for additional savings.

Should you have any questions about these changes, don’t hesitate to contact us at You First. We’re happy to let you know if you qualify for the automatic reduced pricing, as well as if your family qualifies for the family account linking.