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Fund Related Documents


Annual Financial Statements
 
Semi-Annual Financial Statements
 
Simplified Prospectus
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2016    2015    2014    2013    2012    2011    2010    2009    2008    2007    2006    2005   
 
2016   2015   G5|20 and G5|20i
 

Independent Review Committee Reports to Securityholders

Report as of December 31, 2015
Report as of March 31, 2015
 

Information Folders / Annuity Contracts / Offering Memorandum

Cambridge Canadian Equity Corporate Class (Class Y shares) Fund Facts – August 2013
SunWise Essential Series 2 Information Folder and Individual Variable Annuity Contract – January 2015
SunWise Essential Series 2 Fund Facts – December 2014
Supplement dated January 2015 to the SWESS 2 Information Folder and Contract dated January 2015 (for Sun Life Financial advisors exclusively)
SunWise Essential Series Information Folder and Individual Variable Annuity Contract (Addendum included) January 2015
SunWise Essential Series Addendum
SunWise Essential Series Fund Facts – December 2014
SunWise Elite Segregated Funds Fund Facts – December 2014
SunWise II Segregated Funds Fund Facts – December 2014
SunWise I Segregated Funds Fund Facts – December 2014
Clarica Portfolio Segregated Funds Fund Facts – December 2014
Clarica MVP RIF Information Folder and Annuity Policy Client Document Package
Clarica MVP Segregated Funds Fund Facts – December 2014
Annuity Contracts for Clarica Portfolio Contracts - Dated August 2004 Size: 380 KB
CI Guaranteed Investment Funds™ Annuity Policy Size: 558 KB
CI Guaranteed Investment Funds™ Information Folder Size: 1.4 MB
Information Folder for Clarica Portfolio Contracts - Dated August 2004 Size: 553 KB
SunWise® Elite Information Folder and Individual Variable Annuity Contract Size: 557 KB
Supplement to the SunWise® Elite Plus Info Folder – August 1, 2009 Size: 261 KB
Supplement Dated October 08 to the Information Folder Dated March 08 for SWE Quotential Portfolios
Size: 588 KB
Trident Global Opportunities Fund Offering Memorandum Size: 268 KB
 

Forms

Mutual Fund Applications and Related Documents

Application Form (New Account) (Fillable PDF) Size: 695 KB
CI Automatic Rebalancing Service Form Size: 32 KB
CI Tax-Free Savings Account application form
Portfolio Select Series TFSA Application Size: 244 KB
RSP Registered Transfer Form (Transfer) Size: 91 KB
Third Party Determination Form Size: 28 KB

RESP Applications

RESP Application Form (Family Plan)
RESP Application Form (Single Beneficiary Plan)

Education Savings Plan Grant Applications
Application for Basic CESG / Additional CESG / CLB (ESDC SDE 0093)
Annex A – Additional Beneficiaries (ESDC SDE 0093-A)
Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian (ESDC SDE 0093-B)
Annex C – Saskatchewan Advantage Grant for Education Savings (SAGES) (ESDC SDE 0093-C)
Annex D – Application: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D)

Other RESP Forms
CI’s Guide to Federal RESP Grant Programs
CI’s Guide to Provincial RESP Grant Programs
Québec Education Savings Incentive Transfer Form
RESP Educational Assistance Payment Form
RESP Proof of Enrolment Guidelines
RESP Transfer Form

Segregated Fund Applications
CI GIF Application Form
CI ivari Anti-Money Laundering Identity Verification Supplement

Spousal Consent/Waiver Forms
Alberta (Form 10)
British Columbia (Form 3)
Manitoba (Form 5A)
Newfoundland (Form 3)
Nova Scotia (Form 9: Spousal Consent to transfer to LIF)
Ontario (Spousal Consent to Transfer Proceeds from a LIRA to a LIF)
Saskatchewan (Form 1)
Federal, New Brunswick and Quebec: No spousal consent required

Other Documents
CI Anti-Money Laundering Identity Verification Supplement
Anti-Money Laundering Requirements for Establishing Non-Registered Policies
GrowthWorks/ENSIS redemption form
Pension Benefits Standards Regulations Form 1
Pension Benefits Standards Regulations Form 2
Pension Benefits Standards Regulations Form 3
Trident Global Opportunities Fund Investment Application & Subscription Instructions


Institutional Class/Class C Fund Documents
Cambridge Bond Fund
Management Report of Fund Performance
Quarterly Disclosure Document
Cambridge Income Trust
Management Report of Fund Performance
Quarterly Disclosure Document
Cambridge Stock Selection Fund
Management Report of Fund Performance
Quarterly Disclosure Document
Signature Cash Management Fund
Management Report of Fund Performance
Quarterly Disclosure Document
Select Canadian Equity Managed Fund
Management Report of Fund Performance
Quarterly Disclosure Document
Select U.S. Equity Managed Fund
Management Report of Fund Performance
Quarterly Disclosure Document
Select International Equity Managed Fund
Management Report of Fund Performance
Quarterly Disclosure Document


*For nominee-held/self-directed plans, opened via FundSERV. In all other instances, the full application is required.

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