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Documents - Mutual Funds

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Total series results count: 1964
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Fund Name Document Date
All funds
CI RESP Educational Assistance Payment Form.pdf (176K)
2022-05-18
All funds
CI Pre-Authorized Chequing Agreement Form.pdf (193K)
2022-04-13
All funds
CI Group Plan Changes Form.pdf (192K)
2022-04-07
All funds
CI Group Plan Contribution List Form.pdf (2.09M)
2022-03-03
All funds
RESP Transfer Form - Subscriber Request.pdf (128K)
2022-03-01
All funds
Annex D - British Columbia Training and Education Savings Grant.pdf (747K)
2022-03-01
All funds
Annex C - Saskatchewan Advantage Grant for Education Savings.pdf (707K)
2022-03-01
All funds
Annex B - Primary caregiver or their spouse and/or custodial parent/legal guardian.pdf (697K)
2022-03-01
All funds
Annex A - Additional Beneficiaries.pdf (648K)
2022-03-01
All funds
Application for Basic and Additional CESG and CLB.pdf (693K)
2022-03-01
All funds
CI Group Plan Electronic Funds Transfer Contribution Form.pdf (1.91M)
2022-02-28
All funds
CI Group Plan Payroll Deduction and Tax Adjustment.pdf (125K)
2022-02-28
All funds
Canada Learning Bond (CLB) Application for Adult Beneficiaries.pdf (661K)
2022-01-01
All funds
CI Automatic Rebalancing Service Form.pdf (254K)
2021-12-14
All funds
CI Investment Advisory Fee Agreement.pdf (103K)
2021-11-09
All funds
CI Group Employer Information Form.pdf (268K)
2021-10-31
All funds
CI Group Plan Automated Remission Create New Form.pdf (261K)
2021-10-31
All funds
CI Group Plan Automated Remission Modify Existing Form.pdf (102K)
2021-10-31
All funds
Tax Withholding Waiver on Accumulated Income Payments from RESPs.pdf (223K)
2021-10-14
All funds
CI - Sun Life Anti-Money Laundering Identity Verification Supplement.pdf (456K)
2021-08-30
All funds
CI - ivari Anti-Money Laundering Identity Verification Supplement.pdf (683K)
2021-08-30
All funds
CI Education Savings Plan Application Form.pdf (405K)
2021-05-01
All funds
CRAs RESP Guide.pdf (200K)
2021-03-01
All funds
CI Private Managed Assets Program Enrollment Form.pdf (701K)
2021-03-01
All funds
CI Deferred Profit Sharing Plan Applications - Employee.pdf (164K)
2021-02-01
All funds
CI Adams Street Global Private Markets Fund Subscription Agreement Class I.pdf (785K)
2021-01-01
All funds
CI Adams Street Global Private Markets Fund Subscription Agreement Class F.pdf (810K)
2021-01-01
All funds
CI Adams Street Global Private Markets Fund Redemption Form.pdf (83K)
2020-12-01
All funds
CI Open and Registered Plan Application Form.pdf (431K)
2020-12-01
All funds
CI Tax-Free Savings Account Application Form.pdf (254K)
2020-12-01
All funds
CI Registered Rollover Form.pdf (119K)
2020-09-01
All funds
CI Reregistration of Assets Form.pdf (62K)
2020-09-01
All funds
CI Global Private Real Estate Fund Redemption Form.pdf (78K)
2020-09-01
All funds
RESP Proof of Enrolment Guidelines.pdf (97K)
2020-07-01
All funds
CI Prestige ACB Adjustment Election Form.pdf (131K)
2020-06-01
All funds
Subscription Agreement: CI Global Private Real Estate Fund, Founders Class.pdf (888K)
2020-06-01
All funds
Subscription Agreement: CI Global Private Real Estate Fund, Class I.pdf (782K)
2020-06-01
All funds
Subscription Agreement: CI Global Private Real Estate Fund, Class F.pdf (840K)
2020-06-01
All funds
CI Dollar Cost Averaging Plan - Edward Jones.pdf (124K)
2020-06-01
All funds
Foresters Segregated Funds Transfer Form.pdf (182K)
2020-04-01
All funds
CI Family Group Maintenance Form.pdf (1042K)
2020-03-01
All funds
CI Account Linking and Consolidated Reporting Form.pdf (545K)
2020-03-01
All funds
CI Dollar Cost Averaging Plan.pdf (125K)
2020-03-01
All funds
T-Class Letter of Direction.pdf (1025K)
2020-03-01
All funds
IAF Agreement for Class O, P MF Units and PIM Units for SWESS & SWESS2.pdf (994K)
2020-03-01
All funds
CI Transfer Authorization for Registered Investments.pdf (355K)
2020-01-01
All funds
Sun Life Financial Transfer Authorization Form (T2033).pdf (89K)
2020-01-01
All funds
T-Class Return of Capital (ROC) Dividend Request Form for Electronic Purchases.pdf (986K)
2019-10-01
All funds
CI Electronic Funds Transfer Application.pdf (935K)
2019-10-01
All funds
CI Deferred Profit Sharing Plan Applications - Employer.pdf (505K)
2019-03-01
All funds
CI Registered Representative Acknowledgement of Portfolio Management Registration.pdf (28K)
2019-02-01
All funds
SunWise Essential Series 2 Purchase/Pre-Authorized Chequing Plan Order Ticket.pdf (124K)
2018-10-01
All funds
SWESS and SWESS 2 DSC to ISC Change Request Form.pdf (83K)
2018-10-01
All funds
SunWise & SunWise Elite Service Request Form.pdf (128K)
2018-10-01
All funds
SunWise Elite Plus (GMWB) Rider Election and Payment Direction Form.pdf (1267K)
2018-10-01
All funds
SWESS and SWESS 2 Fund Transfers and Reclassifications Order Ticket.pdf (170K)
2018-10-01
All funds
Instruction page for completion of International tax self-certification for an entity.pdf (519K)
2017-08-01
All funds
International tax self-certification for an entity.pdf (94K)
2017-04-01
All funds
International tax self-certification for an individual.pdf (87K)
2017-04-01
All funds
CP, SW, SWEP, SWESS and SWESS 2 Segregated Funds Contractual Conversion Form (Sun Life only).pdf (467K)
2016-04-01
All funds
Clarica MVP Segregated Funds Contractual Conversion Form (Sun Life only).pdf (464K)
2016-04-01
All funds
SunWise & SunWise Elite Including SunWise Elite Plus Segregated Funds Registered Transfer Form.pdf (434K)
2016-04-01
All funds
SWESS and SWESS 2 Segregated Funds Registered Transfer Form.pdf (495K)
2016-04-01
All funds
CI GIF Class Switch Request Form.pdf (78K)
2015-10-01
All funds
Legacy Funds Transfer Form.pdf (87K)
2015-10-01
All funds
CI GIF Transfer Form.pdf (118K)
2015-10-01
All funds
CI GIF Registered Transfer Form.pdf (776K)
2015-10-01
All funds
Trident Global Opportunities Fund Investment Application & Subscription Instructions.pdf (303K)
2015-05-01
All funds
CI Form for Individual Accredited Investors.pdf (139K)
2015-04-01
All funds
Supplement to the SWESS 2 Info Folder & Contract dated Jan 2015 (Sun Life Financial Advisors Only).pdf (809K)
2014-12-01
All funds
SWESS 2 Information Folder and Individual Variable Annuity Contract January 2015.pdf (1115K)
2014-12-01
All funds
G5|20 Series RRIF Plan Payment Form.pdf (238K)
2014-06-01
All funds
G5|20 Series Guaranteed Distribution Reinvestment Instructions Form.pdf (201K)
2014-06-01
All funds
Québec Education Savings Incentive Transfer Form.pdf (116K)
2012-09-01
All funds
SW, SWE, SWESS and SWESS 2 Non-Financial Change Request Form.pdf (212K)
2012-08-01
All funds
SW, SWE, SWESS and SWESS 2 Registered Owner Change Form.pdf (110K)
2012-08-01
All funds
SWESS and SWESS 2 Automatic Rebalancing Service Request Form.pdf (111K)
2012-08-01
All funds
SW, SWE, SWESS and SWESS 2 Limited Trading Authorization Form.pdf (117K)
2012-08-01
All funds
SWESS and SWESS 2 Withdrawals Order Ticket.pdf (155K)
2012-08-01
All funds
SWESS Information Folder and Individual Variable Annuity Contract (Addendum included) Jan 2012.pdf (2580K)
2012-01-01
All funds
SunWise Elite & SunWise Elite Plus Client Elected Target Fund for Fixed Income Rebalancing Form.pdf (524K)
2011-12-01
All funds
SunWise Segregated Funds Order Ticket (existing client only).pdf (65K)
2010-02-01
All funds
SunWise Elite including SunWise Elite Plus Order Ticket Form.pdf (75K)
2010-02-01
All funds
Supplement to the SunWise Elite Plus Info Folder - January, 2010.pdf (483K)
2009-12-01
All funds
Transfer from a TFSA to another TFSA on Breakdown of Marriage or Common-Law Partnership.pdf (78K)
2009-09-01
All funds
Supplement to the SunWise Elite Plus Info Folder - August 1, 2009.pdf (268K)
2009-07-01
All funds
SunWise Elite incl. SWE Plus Info. Folder & Ann. Contract (Supplements incl.).pdf (1019K)
2009-05-01
All funds
SunWise Elite Including SunWise Elite Plus Private Managed Assets Program Enrolment Form.pdf (87K)
2007-03-01
All funds
CI Third Party Determination Form.pdf (35K)
2005-10-01
All funds
SunWise & SunWise Elite Change of Address/Telephone Number/E-mail address Form.pdf (31K)
2005-10-01
All funds
SunWise & SunWise Elite Change in Bank Information Form (exisiting clients only).pdf (36K)
2005-10-01
All funds
Marret Equity Hedge Fund Investment Application & Subscription Instructions.pdf (230K)
1969-12-31
All funds
Marret Enhanced Tactical Fixed Income Fund Investment Application & Subscription Instructions.pdf (225K)
1969-12-31
All funds
CI Pre-Approved RRSP Loan Request.pdf (23K)
1969-12-31
All funds
Marret Investment Grade Hedged Strategy Fund Investment Application & Subscription Instructions.pdf (223K)
1969-12-31
All funds
Marret High Yield Fund Investment Application & Subscription Instructions.pdf (223K)
1969-12-31
All funds
Marret High Grade Hedge Fund Investment Application & Subscription Instructions.pdf (230K)
1969-12-31

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. For all funds, other than money market funds, the indicated rates of return are the historical annual compounded total returns (net of fees and expenses payable by the fund) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.

For investors of money market funds: Please note that mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Past performance may not be repeated. Where performance data is presented for money market funds, please note that the annualized historical yield shown is based on the seven-day period ended on the indicated date (annualized in the case of effective yield by compounding the seven-day return) (net of fees and expenses payable by the fund) and does not present an actual one-year return.

As noted above, indicated rates of return for a fund are net of fees and expenses payable by the fund and, accordingly, do not take into fees that are directly payable by securityholders which would impact an individual securityholder's rate of return. Such fees would include, but are not limited to, Class I and O management fees and investment advisory fees. Please read the prospectus for more details.

The information on this site is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Every effort has been made to ensure that the material contained herein is accurate at the time of publication. Market conditions may change which may impact the information contained in this document.

CI's U.S. dollar funds are identified with "US$" in their fund names. Funds that include reference to "USD" at the end of the fund name are a U.S. dollar purchase option provided as a convenience for purchasing, transferring and redeeming certain classes of securities in funds with U.S. dollar denomination and is not a means to effect currency arbitrage.

Certain funds are not available for purchase by new investors.

*Fund performance is not available for funds with a history of less than one year.

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