| CI Adams Street Global Private Markets |
|
2023-10-31 |
|
| CI Private Markets Funds |
|
2023-10-31 |
|
| CI Global Private Real Estate Funds |
|
2023-10-31 |
|
| CI Global Private Real Estate Funds |
|
2023-10-31 |
|
| CI Private Markets Funds |
|
2023-10-01 |
|
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2023-09-30 |
SunWise Elite, GMWB Rider |
| Segregated Funds - Ivari |
|
2023-09-29 |
|
| Segregated Funds - Ivari |
|
2023-09-29 |
Segregated Fund, Rollover, Transfer, Registered, GIF |
| Segregated Funds - Ivari |
|
2023-09-29 |
|
| Segregated Funds - Ivari |
|
2023-09-29 |
Anti-Money Landering, Identity Verification, Ivari |
| CI Funds |
|
2023-09-28 |
FHSA,First Home |
| CI Funds |
|
2023-09-01 |
Dollar Cost Averaging, IFE, Edward Jones, Systematic Plan |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
|
| CI PMA |
|
2023-09-01 |
Investment Advisory Fee, Class O, Class P, PIM |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
SunWise, Non-Financial |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
SunWise, Registered, Owner Change |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
SunWise, Switch, DSC to ISC |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
SunWise, Registered, Transfer |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-09-01 |
SunWise, Redemption |
| CI Funds |
|
2023-08-31 |
DPSP, Employee, Application |
| CI Funds |
|
2023-08-31 |
Group, Automated remission |
| CI Funds |
|
2023-08-31 |
Group, Change |
| Segregated Funds - Clarica |
|
2023-08-31 |
Segregated Fund, Rollover, Transfer, Registered, Clarica MVP |
| Segregated Funds |
|
2023-08-31 |
|
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2023-08-31 |
SunWise, SWE, SWEP, Rebalancing |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-08-01 |
SunWise, Rebalancing |
| Segregated Funds |
|
2023-07-31 |
Segregated Fund, Rollover, Transfer, Registered, Foresters |
| Segregated Funds |
|
2023-07-31 |
|
| Segregated Funds |
|
2023-07-31 |
Tax Self-Certification, Entity |
| Segregated Funds |
|
2023-07-31 |
Tax Self-Certification, Individual |
| CI Funds |
|
2023-06-30 |
|
| CI Prestige |
|
2023-06-30 |
CI Prestige, ACB Adjustment |
| CI Funds |
|
2023-06-30 |
Registered, Portfolio Management Registration |
| CI Funds |
|
2023-06-30 |
Registered, Rollover |
| CI Funds |
|
2023-05-31 |
Group, Payroll, Tax |
| CI Funds |
|
2023-05-31 |
Family Group, CI Prestige, Account Linking, Consolidated Reporting, Reporting Group |
| CI Funds |
|
2023-05-31 |
Automatic Rebalancing, PPA, Systematic Plan, Rebalance, Rebalancing |
| CI RESP |
|
2023-05-31 |
RESP, Application, Family RESP, Individual RESP, education |
| CI Funds |
|
2023-05-31 |
CI Prestige, Family Group, Account Linking |
| CI Funds |
|
2023-05-31 |
Group, Employer |
| CI Funds |
|
2023-05-31 |
Group, Automated remission |
| CI Funds |
|
2023-05-31 |
Group, Contribution |
| CI Funds |
|
2023-05-31 |
IAF, Investment Advisory Fee, DSF, Dealer Service Fee, Fee |
| CI Funds |
|
2023-05-31 |
Mutual Fund Application, Registered Plan Application, Non-registered Plan Application, Application |
| CI PMA |
|
2023-05-31 |
Private Managed Assets, PMA |
| CI Funds |
|
2023-05-31 |
TFSA Application, Application, TFSA |
| Hedge Funds |
|
2023-05-31 |
Accredited Investor |
| CI Funds |
|
2023-05-31 |
Group, Electronic Funds Transfer, EFT |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-05-05 |
Anti-Money Laundering, Identity Verification, aml |
| CI Funds |
|
2023-05-05 |
Group, Electronic Funds Transfer, EFT |
| CI Funds |
|
2023-05-05 |
RESP |
| CI Funds |
|
2023-05-05 |
Registered Transfer Form, TARI, Transfer Form, T2033 |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-05-05 |
Sun Life, Transfer, Registered transfer, TARI, T2033 |
| Segregated Funds |
|
2023-05-05 |
SunWise, Limited Trading Authorization |
| CI Funds |
|
2023-05-05 |
TFSA, Transfer, Marriage Breakdown |
| CI Funds |
|
2023-05-01 |
Dollar Cost Averaging, IFE, Systematic Plan, Switch |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2023-04-21 |
SunWise, sunwise elite plus, Purchase, Redemption, Switch, GMWB, Order Ticket |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-04-21 |
SunWise, SWESS 2, Purchase, PAC, Systematic Plan |
| Segregated Funds - SunWise |
|
2023-04-21 |
SunWise, Purchase, Redemption, Switch, Order Ticket |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2023-04-21 |
SunWise, SWESS, SWESS 2, Transfer, Reclassification |
| CI Funds |
|
2023-04-13 |
PAC, Systematic Plans |
| CI Funds |
|
2023-03-17 |
Estate, estate DOT, DOT, Quebec, estate settlement |
| CI Funds |
|
2023-03-17 |
estate, settlement, estate settlement, claim, estate claim |
| CI Funds |
|
2023-03-17 |
Estate, estate guide |
| CI Funds |
|
2023-03-01 |
DPSP, Employer, Application |
| Segregated Funds |
|
2023-01-26 |
Clarica, SunWise, Contract, Conversion, Transfer, Rollover |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2023-01-26 |
SunWise, Registered, Transfer |
| CI RESP |
|
2022-08-24 |
RESP, Education, EAP, Grant |
| CI Global Private Real Estate Funds |
|
2020-09-01 |
|
| CI RESP |
|
2020-07-01 |
RESP, Proof of Enrolment, POE |
| CI Funds |
|
2020-03-01 |
T-Class, ROC, Custom T-Class |
| CI Funds |
|
2019-10-01 |
T-Class, ROC, Return of Capital, Dividend, Electronic Purchase |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2018-10-01 |
SunWise, Reset, Guarantee, Rebalance, Beneficiary |
| Segregated Funds |
|
2017-08-01 |
Tax Self-Certification, Instructions |
| Segregated Funds - Ivari |
|
2015-10-01 |
GIF, Switch |
| Segregated Funds - Ivari |
|
2015-10-01 |
Segregated Fund, Rollover, Transfer, Registered, Legacy |
| Hedge Funds |
|
2015-05-01 |
Trident Global Opportunities, Application |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2014-12-01 |
SWESS 2, Information Folder, Contract, Sun Life |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2014-12-01 |
SWESS 2, Information Folder, Contract |
| G5|20 |
|
2014-06-01 |
G520, Distribution Reinvestment |
| G5|20 |
|
2014-06-01 |
G520, RIF, Minimum Annual Payment |
| CI RESP |
|
2012-09-01 |
Quebec, RESP, Transfer, QESI |
| Segregated Funds - Clarica |
|
2012-07-01 |
Clarica MVP, Information Folder, Annuity |
| Segregated Funds - SunWise Essential Series 1 & 2 |
|
2012-01-01 |
SWESS, Information Folder, Contract |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2009-12-01 |
SunWise Elite, Information Folder, Contract |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2009-07-01 |
SunWise Elite, Information Folder, Contract |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2009-05-01 |
SunWise Elite, Information Folder, Contract |
| Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2007-03-01 |
SunWise, Enrolment, Private Managd Assets |
| CI Funds |
|
2005-10-01 |
Third Party Determination |
