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Client Service Requests |
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| • Are you a Client, or Financial Advisor? If you hold a self-directed/nominee account, please contact your Financial Advisor.
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| Request Fund Financial Statements and Management Report of Fund Performance (MRFP) |
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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. |
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| Request for June 30th Statements |
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| 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). |
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