Fundex investments client login

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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.

Fundex investments client login

Paragraphs 4. 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. FundEX is registered as a mutual fund dealer and exempt market dealer in all thirteen Canadian jurisdictions and is a member of the MFDA. He is a resident of Ontario. As part of the Proposed Transaction, Mr. McGrath is seeking to become registered as a dealing representative with FundEX. Pursuant to section Following further discussions with Staff of the OSC, the Notice was filed on December 17, with each of the other twelve securities regulatory authorities with whom FundEX is registered. A bulk transfer of client accounts from one mutual fund dealer to another mutual fund dealer can take approximately one month, or longer, to be completed. On or after the Transaction Date, Mr.

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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.

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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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McGrath will conduct on behalf of IFGI, including by holding meetings regularly with him and by obtaining regular status reports from him. See our offer. Do you believe in your project and know that your products or services meet the needs of the market? The Filer acts independently from IA Clarington and has no connection with IA Clarington, other than through its common parent company. The Investia experience Anything can change in life. IFGI and its registered individual will not trade in securities under securities law and will not open any new client accounts, and. We offer our advisors a wide range of products and services, including the latest technology and simplified business processes which will allow them to place their focus where it counts: on their clients. Following further discussions with Staff of the OSC, the Notice was filed on December 17, with each of the other twelve securities regulatory authorities with whom FundEX is registered. By having a good understanding of basic financial concepts related to retirement, you can get the most out of the tools available to you. ET , Monday to Friday. Paragraphs 4. FundEx Investments Inc. IFGI, including its registered individual Mr.

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Main navigation mobile. In the meantime, we invite you to download them from Myserv. Whether your projects are big or small, you must take the time to organize and figure out how to pay for them. IA Clarington is also a direct wholly-owned subsidiary of Industrial Alliance. See our offer. Component Menu Left Sidebar. Benefit from the expertise of our advisors and a variety of customized solutions which will help you reach your financial goals. McGrath is seeking to become registered as a dealing representative with FundEX. McGrath to:. In your interest! Section 7. Are you having trouble signing in? About Investia.