Fundex investments client login

Paragraphs 4, fundex investments client login. 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.

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.

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 Investia app Our new app lets you keep track of your investments anywhere, anytime. Rep code. The Filer and its Representatives comply with their obligation at law and only recommend mutual funds that they believe fundex investments client login be suitable for their clients and in accordance with their clients' investment objectives.

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. As a refresher, we want to let you know what e-solutions are available to you: You can login online to Fundex Wealthview and view your account balance, individual holdings, investment performance, quarterly statements, and RRSP contribution receipts statements and tax receipts for nominee account holders only. On Wealthview, you can update your address, e-mail, and telephone number. We will be informed of the update, as will all fund companies you have investments with. On Wealthview, you can securely upload documents. This will be more secure than sending documents over e-mail and is a useful tool for highly sensitive documents or during tax season.

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. Anything can change in life. Our advisors are there to make sure that your action plan evolves with you. Benefit from the expertise of our advisors and a variety of customized solutions which will help you reach your financial goals. A wholly-owned subsidiary of iA Financial Group, Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs. You have financial needs?

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The prohibitions in section 7. Starting a business Do you believe in your project and know that your products or services meet the needs of the market? By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you. Upon Mr. Its head office is in Keswick, Ontario. Register now and access your portfolio online. Component Menu Left Sidebar. On or after the Transaction Date, Mr. In the meantime, we invite you to download them from Myserv. Upon registration as a dealing representative with FundEX, Mr.

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See our offer. Furthermore, FundEX has compliance and supervisory policies and procedures in place to monitor the conduct of its representatives, including Mr. Industrial Alliance. FundEX will supervise the activities that Mr. On or after the Transaction Date, Mr. Are you having trouble signing in? Starting a business Do you believe in your project and know that your products or services meet the needs of the market? The decision of the principal regulator under the Legislation is that the Exemption Sought is granted provided that:. Main navigation mobile. Whatever your dreams for your retirement, having a strategy in advance will give you the tools you need to make them a reality. Our advisors are there to make sure that your action plan evolves with you. Section 7. Being prepared will make the process easier and help you make educated choices.