Client Service Requests  

Address Change
• Are you a Client, or Financial Advisor? If you hold a self-directed/nominee account, please contact your Financial Advisor.
 
General Inquiry
• Are you a Client, or Financial Advisor? If you are not a CI client, please click here.
 
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.