November 2019 - Newsletter
Bonus investment account offer
Addition of 7 new investment accounts
In an effort to expand our offering while continuing to offer first-class investment solutions that meet the needs of our clients, La Capitale will make available 7 new investment accounts on December 2.
|Investment account names||Reference funds|
|International Equity (Fiera Capital)||Fiera Capital International Equity Fund, Series A|
|Global Sustainable Growth Equity (AGF)||AGF Global Sustainable Growth Equity Fund, MF Series|
|Conservative Profile (Dynamic)||DynamicEdge Defensive Portfolio, Series A|
|Moderate profile (Dynamic)||DynamicEdge Conservative Class Portfolio, Series A|
|Balanced profile (Dynamic)||DynamicEdge Balanced Growth Portfolio, Series A|
|Growth profile (Dynamic)||DynamicEdge Growth Portfolio, Series A|
|Aggressive profile (Dynamic)||DynamicEdge Equity Portfolio, Series A|
The new accounts will be integrated into the Savings and Investments Agent’s Guide available in the Brokers section as of December 2, 2019.
Plus, the Commissions Guide and the Schedule of Commissions will be updated. Please go to La Capitale’s Advisor Centre to access the new versions.
We hope you find this information useful. For any questions or comments, please contact the brokerage team.
Actuarial and Products Development
Individual Insurance and Financial Services