Docs & forms
Discover, research and get access to documentation you need in one convenient location.
Applications and forms
Use the following to open a new account with us or to transfer your money from other institutions. For printed copies, please call us at 1.866.818.8877 or email firstname.lastname@example.org.
*RC518 and RC519 Declaration of Tax Residence forms are for client name, non-registered accounts only.
Get comprehensive information about our products, including annual reports, prospectuses, fund fact sheets and more.
MRFPs and Financial Statements
Annual information form
Quarterly portfolio disclosures
Proxy voting records
Fund Facts (POS)
Required disclosure mandated by regulators. Updated annually, Fund Facts highlights key information about the Portfolio, including fees and risks, so that you and your advisor can select the investments that are right for you.
EdgePoint Canadian Portfolio
EdgePoint Global Portfolio
EdgePoint Canadian Growth & Income Portfolio
EdgePoint Global Growth & Income Portfolio
EdgePoint Monthly Income Portfolio
Quarterly snapshot of Portfolio holdings and performance.