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 |
|
2023-02-23 |
Group, Electronic Funds Transfer, EFT |
Segregated Funds |
|
2023-01-26 |
Clarica, SunWise, Contract, Conversion, Transfer, Rollover |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2023-01-26 |
SunWise, Registered, Transfer |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2022-11-14 |
SunWise, SWE, SWEP, Rebalancing |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2022-11-14 |
SunWise, sunwise elite plus, Purchase, Redemption, Switch, GMWB, Order Ticket |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2022-11-14 |
SunWise Elite, GMWB Rider |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2022-11-14 |
SunWise, SWESS 2, Purchase, PAC, Systematic Plan |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2022-11-14 |
SunWise, SWESS, SWESS 2, Transfer, Reclassification |
CI RESP |
|
2022-09-29 |
RESP, Application, Family RESP, Individual RESP, education |
Segregated Funds - Ivari |
|
2022-09-29 |
GIF, Transfer |
CI Funds |
|
2022-09-29 |
Mutual Fund Application, Registered Plan Application, Non-registered Plan Application, Application |
CI Funds |
|
2022-09-29 |
TFSA Application, Application, TFSA |
CI Funds |
|
2022-09-29 |
Registered Transfer Form, TARI, Transfer Form, T2033 |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2022-09-29 |
Sun Life, Transfer, Registered transfer, TARI, T2033 |
CI RESP |
|
2022-08-24 |
RESP, Education, EAP, Grant |
CI Funds |
|
2022-04-13 |
PAC, Systematic Plans |
CI Funds |
|
2022-04-07 |
Group, Change |
CI Funds |
|
2022-03-03 |
Group, Contribution |
CI RESP |
|
2022-03-01 |
Beneficiary, RESP, Grant |
CI RESP |
|
2022-03-01 |
RESP, Grant, Primary Caregiver, PCG, Custodial Parent |
CI RESP |
|
2022-03-01 |
Saskatchewan, Grant, SK grant, RESP, SAGES |
CI RESP |
|
2022-03-01 |
BC Grant, British Columbia, Grant, RESP, BCTESG |
CI RESP |
|
2022-03-01 |
Grant, RESP, CESG, CLB |
CI RESP |
|
2022-03-01 |
RESP Transfer, Part A, Subscriber |
CI Funds |
|
2022-02-28 |
Group, Payroll, Tax |
CI RESP |
|
2022-01-01 |
Grant, RESP, CLB |
CI Funds |
|
2021-12-14 |
Automatic Rebalancing, PPA, Systematic Plan, Rebalance, Rebalancing |
CI Funds |
|
2021-11-09 |
IAF, Investment Advisory Fee, DSF, Dealer Service Fee, Fee |
CI Funds |
|
2021-10-31 |
Group, Employer |
CI Funds |
|
2021-10-31 |
Group, Automated remission |
CI Funds |
|
2021-10-31 |
Group, Automated remission |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2021-10-19 |
Anti-Money Laundering, Identity Verification, aml |
CI RESP |
|
2021-10-14 |
RESP, Withholding Tax, Redemption, AIP |
Segregated Funds - Ivari |
|
2021-08-30 |
Anti-Money Landering, Identity Verification, Ivari |
CI PMA |
|
2021-03-01 |
Private Managed Assets, PMA |
CI RESP |
|
2021-03-01 |
RESP, CRA |
CI Funds |
|
2021-02-01 |
DPSP, Employee, Application |
CI Adams Street Global Private Markets |
|
2021-01-01 |
Adams Street Global Private Markets, Subscription, Class F |
CI Adams Street Global Private Markets |
|
2021-01-01 |
Adams Street Global Private Markets, Subscription, Class I |
CI Adams Street Global Private Markets |
|
2020-12-01 |
Adams Street Global Private Markets, Redemption |
CI Global Private Real Estate Funds |
|
2020-09-01 |
Global Private Real Estate Fund, Redemption |
CI Funds |
|
2020-09-01 |
Registered, Rollover |
CI Global Private Real Estate Funds |
|
2020-09-01 |
Global Private Real Estate Fund, Reregistration |
CI RESP |
|
2020-07-01 |
RESP, Proof of Enrolment, POE |
CI Funds |
|
2020-06-01 |
Dollar Cost Averaging, IFE, Edward Jones, Systematic Plan |
CI Prestige |
|
2020-06-01 |
CI Prestige, ACB Adjustment |
CI Global Private Real Estate Funds |
|
2020-06-01 |
Global Private Real Estate, Subscription, Class F |
CI Global Private Real Estate Funds |
|
2020-06-01 |
Global Private Real Estate, Subscription, Class I |
CI Global Private Real Estate Funds |
|
2020-06-01 |
Global Private Real Estate, Subscription, Founders Class |
Segregated Funds |
|
2020-04-01 |
Segregated Fund, Rollover, Transfer, Registered, Foresters |
CI Funds |
|
2020-03-01 |
Family Group, CI Prestige, Account Linking, Consolidated Reporting, Reporting Group |
CI Funds |
|
2020-03-01 |
Dollar Cost Averaging, IFE, Systematic Plan, Switch |
CI Funds |
|
2020-03-01 |
CI Prestige, Family Group, Account Linking |
CI PMA |
|
2020-03-01 |
Investment Advisory Fee, Class O, Class P, PIM |
CI Funds |
|
2020-03-01 |
T-Class, ROC, Custom T-Class |
CI Funds |
|
2019-10-01 |
Group, Electronic Funds Transfer, EFT |
CI Funds |
|
2019-10-01 |
T-Class, ROC, Return of Capital, Dividend, Electronic Purchase |
CI Funds |
|
2019-03-01 |
DPSP, Employer, Application |
CI Funds |
|
2019-02-01 |
Registered, Portfolio Management Registration |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2018-10-01 |
SunWise, Reset, Guarantee, Rebalance, Beneficiary |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2018-10-01 |
SunWise, Switch, DSC to ISC |
Segregated Funds |
|
2017-08-01 |
Tax Self-Certification, Instructions |
Segregated Funds |
|
2017-04-01 |
Tax Self-Certification, Entity |
Segregated Funds |
|
2017-04-01 |
Tax Self-Certification, Individual |
Segregated Funds - Clarica |
|
2016-04-01 |
Segregated Fund, Rollover, Transfer, Registered, Clarica MVP |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2016-04-01 |
SunWise, Registered, Transfer |
Segregated Funds - Ivari |
|
2015-10-01 |
GIF, Switch |
Segregated Funds - Ivari |
|
2015-10-01 |
Segregated Fund, Rollover, Transfer, Registered, GIF |
Segregated Funds - Ivari |
|
2015-10-01 |
Segregated Fund, Rollover, Transfer, Registered, Legacy |
Hedge Funds |
|
2015-05-01 |
Trident Global Opportunities, Application |
Hedge Funds |
|
2015-04-01 |
Accredited Investor |
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 |
|
2012-08-01 |
SunWise, Limited Trading Authorization |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2012-08-01 |
SunWise, Non-Financial |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2012-08-01 |
SunWise, Registered, Owner Change |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2012-08-01 |
SunWise, Rebalancing |
Segregated Funds - SunWise Essential Series 1 & 2 |
|
2012-08-01 |
SunWise, Redemption |
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 |
|
2010-02-01 |
SunWise, Purchase, Redemption, Switch, Order Ticket |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2009-12-01 |
SunWise Elite, Information Folder, Contract |
CI Funds |
|
2009-09-01 |
TFSA, Transfer, Marriage Breakdown |
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 |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2005-10-01 |
SunWise, Bank Information |
Segregated Funds - SunWise Elite & SunWise Elite Plus |
|
2005-10-01 |
SunWise, Address, Telephone, Email |
CI Funds |
|
1969-12-31 |
|