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CI Institutional Asset Management


Year-End Statement and Tax Receipt Mailing Schedule

The Year-End Statement and tax receipt mailing schedule is outlined below for your reference. Please note that the dates provided are subject to change. For additional information regarding the mailing schedule, please contact CI Client Services at 1-800-792-9355.

Year-End Statements

We expect to complete most of the Year-End Statement mailing to clients by the end of January 2014.

Tax Receipts

Receipt Type Expected Mailing Dates
Remainder of Year 2013 Contribution Receipts and Labour Sponsored Investment Fund (LSIF) credits for purchases between March and December 2013

Included with the Year-End Statement
Where no statement is produced, tax receipt mailings will be completed by February 11, 2014

Mutual Funds
T3 / Relevé 16
Included with the Year-End Statement
Where no statement is produced, T3 and Relevé 16 mailings will be completed by February 11, 2014
Segregated Products
T3 / Relevé 16
Mailed by March 8, 2014

1st 60-Days RRSP Contribution Receipts and LSIF credits

 
  • purchases made from January 2 to January 31, 2014
Mailed by February 14, 2014
  • purchases made from February 1 to February 14, 2014
Mailed weekly
  • purchases made from February 18 to March 2014

Mailed daily


T4RSP / T4RIF / NR4 / Relevé 2

Included with the Year-End Statement
Where no statement is produced, T4 mailings will be completed by February 11, 2014

RESP Accounts
T4A / Relevé 1

Included with the Year-End Statement
Where no statement is produced, T4 mailings will be completed by February 11, 2014

Frequently Asked Questions

1. Why haven’t I received a statement yet?

You may not receive a statement for several reasons:

  • CI does not produce a statement for many accounts held in Nominee name with the exception of Segregated Fund Policies. You will likely be receiving a statement produced by your Nominee that will report all of your investments, not just your holdings with CI.
  • If you are an InvestorOnline client and opted to access your statement online, you will not receive a statement by mail.
  • If your address has changed and we have received returned mail for your account, your address status may be inactive. Consequently, a statement will not be produced. Please contact CI Client Services to update your mailing address.
  • If you are the contributor on a Spousal account, you will not receive a statement. The statement will be issued to your spouse, as he or she is the account annuitant.

2. I received a statement, but my tax receipts were not included. Where are my tax receipts?

  • If you have a non-registered plan that holds segregated funds, you will be receiving your T3 or Relevé 16 (residents of Québec only) tax receipts in a separate mailing. All segregated fund T3 or Relevé 16 tax receipts will be mailed by mid-March.
  • If you have a registered plan held in Nominee name, your Nominee may have produced your tax receipts.
  • If you have a non-registered mutual fund plan held in Nominee name, your Nominee may have produced your statement. CI Investments will mail your T3 or Relevé 16 tax receipts to you by February 11, 2014.
  • If you are an InvestorOnline client and opted to access your tax receipt online, you will not receive a tax receipt by mail.

3. I have more than one CI account. Why did I only receive one mailing?

In an effort to minimize the number of mailings to our investors, CI encloses multiple statements in one envelope. However, there are some circumstances that will result in more than one statement mailing:

  • If you are receiving a PIM, Portfolio Select Series, or G5|20 statement, it will be mailed separately from the mutual fund statements.
  • A statement issued on an In Trust For account or a Joint account will be mailed separately from any account statements registered solely in your name.
  • Segregated fund statements will be mailed separately from mutual fund statements.
 
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