CI issuing tax documents to investors who received special payments from selected funds
February 13, 2017
Last year, CI Investments made payments to current and former investors in a number of CI funds. These payments related to an error whereby interest income earned by these funds was not properly recorded.
CI is issuing special payment tax packages to clients whose payments resulted in a taxable impact in February 2017. Packages will include any applicable tax documents and a cover letter with details of the tax treatment.
Tax documents related to this payment are being mailed separately from the regular year-end account statement and tax document mailing. Affected investors should wait until all tax documents are received before filing their 2016 tax return.
For more information about the tax treatment of these payments, please contact your Financial Advisor or call CI Client Services at 1-877-540-4828.