Changes to duplicate client statements for mutual funds (client-held accounts)
Submitted by Krishan on July 7, 2023 - 2:07pm
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| | | Starting July 2023, you’ll no longer receive paper copies of duplicate client statements from Canada Life Investment Management Ltd. (CLIML) for your client-held mutual fund accounts. This will help limit our environmental impact while also reducing the need for secure paper storage in your office. Need a duplicate client statement? There are four options for you to easily access digital copies:
- Visit the Quadrus section on Advisor site
Under Forms & procedures > Process Navigator > Investments > Quadrus Investment Services Ltd. > Access Quadrus
or
Workspace
Under Overview > Other tools and platforms > Access Quadrus - Visit CLIML’s Advisor Access site, hosted by Mackenzie
- Email CLIML’s contact centre and request a digital copy Service@mackenzieinvestments.com (please include your rep code)
- Call CLIML’s contact centre and request a digital copy 1‑800-387‑0614
| There are no changes for your clients
Nothing changes for your clients. Clients with client-held mutual fund accounts will continue to receive a printed copy of their semi-annual statement (June and December). The nominee account statement process also remains unchanged for clients and advisors. | Did you know?
Moving to a digital experience won’t just lessen the amount of paper in your office, it also helps the earth. This change could help us save ~300,000 lbs of paper annually, which is equivalent to saving about 3,590 trees a year.
(Source - Paper Calculator 4.0 | Environmental Paper Network) |
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