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General Inquiry
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Request Fund Financial Statements and Management Report of Fund Performance (MRFP)
To conserve paper and reduce the costs associated with our funds, clients of CI Investments will only receive a copy of the annual or semi-annual fund financial statements if they have specifically requested one.

Clients who have previously indicated that they would like to receive an annual or semi-annual fund financial statements can request that the reports no longer be sent.
• To make a request, please click here.
Request for June 30th Statements
Depending on the product you hold with CI, you may not receive a semi-annual account statement automatically. If you complete the attached form, you will receive a June 30 statement every year (some conditions may apply).
• Please click here to complete this request.


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