Fundex investments client login

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Paragraphs 4. The regulator in the Jurisdiction has received an application from the Filers for a decision under the securities legislation of the Jurisdiction the Legislation for relief from the requirements in paragraphs 4. Terms defined in National Instrument Definitions have the same meaning in this decision unless otherwise defined. Its head office is in Keswick, Ontario. FundEX is registered as a mutual fund dealer and exempt market dealer in all thirteen Canadian jurisdictions and is a member of the MFDA. He is a resident of Ontario. As part of the Proposed Transaction, Mr.

Fundex investments client login

The principal regulator in the Jurisdiction has received an application from the Filer for a decision under the securities legislation of the Jurisdiction of the principal regulator the Legislation for an exemption under section 9. Terms defined in National Instrument Definitions and MI have the same meaning if used in this decision, unless otherwise defined. FundEX is registered in each of the provinces and territories of Canada as a dealer in the category of mutual fund dealer. The head office of FundEX is located in Ontario. The Filer may become in the future, a "member of the organization" of other mutual funds, since the parent company or an affiliate of the Filer may establish or acquire interests in corporations that are managers of mutual funds Future Affiliated Funds. Industrial Alliance. IA Clarington is also a direct wholly-owned subsidiary of Industrial Alliance. The Filer acts as a participating dealer within the meaning of NI in respect of the IA Clarington Funds as well as for third party managed mutual funds. The Filer acts independently from IA Clarington and has no connection with IA Clarington, other than through its common parent company. The Filer and its Representatives are free to choose which mutual funds to recommend to their clients and consider recommending the IA Clarington Funds to their clients in the same way as they consider recommending other third party mutual funds. The Filer and its Representatives comply with their obligation at law and only recommend mutual funds that they believe would be suitable for their clients and in accordance with their clients' investment objectives. Neither the Filer, nor any of its Representatives, is or will be subject to quotas whether express or implied in respect of selling the IA Clarington Funds. Neither the Filer nor IA Clarington or any other member of their organization, provide any incentive whether express or implied to the Filer's Representatives or to the Filer to encourage those Representatives or the Filer to recommend the IA Clarington Funds over third-party managed mutual funds. No Representative of the Filer has an equity interest in the Filer within the meaning of NI or in any other member of the organization of the IA Clarington Funds.

Upon registration as a dealing representative with FundEX, Mr. Pursuant to section Find useful tools for your day-to-day work and access reports to facilitate the management of your client accounts.

Find useful tools for your day-to-day work and access reports to facilitate the management of your client accounts. Due to a technical issue, some of the tax slips are not available on the Advisor portal. Our teams are diligently working on restoring the situation as quickly as possible. In the meantime, we invite you to download them from Myserv. We apologize for the inconvenience. Sign in to this portal to see a number of reports that will help you manage your client accounts.

If you want detailed instructions on any of the above options, kindly let JoAnne know and she can send you instructions by email or walk you through the steps by phone. This information is provided for general information purposes only. It does not constitute professional advice. Please contact a professional about your specific needs before taking any action. You must be logged in to post a comment.

Fundex investments client login

To benefit from all the functionalities of our website, you must activate JavaScript in your browser's settings. Take advantage of our advice for key moments in your life and let us help you through the process. Our new app lets you keep track of your investments anywhere, anytime. Already a client? Register now and access your portfolio online.

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FundEX is registered as a mutual fund dealer and exempt market dealer in all thirteen Canadian jurisdictions and is a member of the MFDA. Anything can change in life. Do you want to travel? You have financial needs? Pursuant to section The prohibitions in section 7. Sales team. Its head office is in Keswick, Ontario. The head office of FundEX is located in Ontario. Component Menu Left Sidebar. Already a client? Access client accounts Due to a technical issue, some of the tax slips are not available on the Advisor portal. The decision of the principal regulator under the Legislation is that the Exemption Sought is granted provided that:.

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Access client accounts Due to a technical issue, some of the tax slips are not available on the Advisor portal. Due to a technical issue, some of the tax slips are not available on the Advisor portal. Connect to the Client Portal. Moving in together Are you about to move in with your significant other? The head office of FundEX is located in Ontario. The Filer and its Representatives comply with their obligation at law and only recommend mutual funds that they believe would be suitable for their clients and in accordance with their clients' investment objectives. We apologize for the inconvenience. Our advisors are there to make sure that your action plan evolves with you. In your interest! McGrath to:.