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Fund Related Documents
Annual Financial Statements
 
Semi-Annual Financial Statements
 
Simplified Prospectus
2009    2008    2007    2006    2005    2004   
 
2010    2009    2008    2007    2006    2005   
 
2010    2009
 
Independent Review Committee Reports to Securityholders

Report as of March 31, 2010
Report as of December 31, 2009
 
Information Folders / Annuity Contracts / Offering Memorandum

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 Fund Fact Sheets and Financial Highlights Size: 2.0 MB
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 Size: 1 MB
Portfolio Select Series TFSA Application Size: 244 KB
RSP Registered Transfer Form (Transfer) Size: 91 KB
SunLife Financial signature form (SunLife Financial Advisors Only) (Fillable PDF) Size: 728 KB
SunLife Financial TFSA signature form (SunLife Financial Advisors Only) (Fillable PDF) Size: 256 KB
Third Party Determination Form Size: 28 KB

RESP Applications
RESP Application Form (Family Plan) (Fillable PDF) Size: 144 KB
RESP Application Form (Single Beneficiary Plan) (Fillable PDF) Size: 143 KB

Education Savings Plan Grant Applications
Alberta Centennial Education Savings Grant (for Alberta residents only) Size: 144 KB
Application for Basic CESG (HRSDC SDE 0069) Size: 270 KB
Application for Basic CESG / Additional CESG / CLB (HRSDC SDE 0071) Size: 275 KB
Application for Basic CESG / Additional CESG / CLB - Subscriber(s) Only (HRSDC SDE 0073) Size: 227 KB

Other RESP Forms
RESP Educational Assistance Payment Form Size: 40 KB
RESP Proof of Enrolment Guidelines Size: 116 KB
RESP Transfer Form Size: 90 KB

Segregated Fund Applications
CI GIF Application Form Size: 112 KB
CI Transamerica Anti-Money Laundering Identity Verification Supplement Size: 112 KB
SunWise® Elite Application Form Size: 1,086 KB
SunWise® Elite Rapid Application Form * Size: 59 KB
SunWise Elite, including SunWise Elite Plus TFSA application form Size: 204 KB
SunWise Elite including SunWise Elite Plus Rapid TFSA application form Size: 187 KB
SWE including SWE Plus Electronic TFSA signature form (SunLife Financial Advisors Only) Size: 172 KB

Other Documents
CI Anti-Money Laundering Identity Verification Supplement Size: 718 KB
GrowthWorks/ENSIS redemption form Size: 121 KB
Pension Benefits Standards Regulations Form 1 Size: 172 KB
Pension Benefits Standards Regulations Form 2 Size: 148 KB
Pension Benefits Standards Regulations Form 3 Size: 64 KB
Trident Global Opportunities Fund Investment Application Size: 67 KB


*For nominee-held/self-directed plans, opened via FundSERV. In all other instances, the full application is required.
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  Funds mentioned on this website are available to Canadian residents only. © 2010 CI Financial Corp.