For eligible investors only
EdgePoint Variable Income Portfolio is only available by offering memorandum and as such, eligible investors must qualify under one of the following exemptions:
Accredited investor exemption
- Individuals who have at least $1 million in financial assets (excludes real estate) on their own or combined with their spouse
- Individuals with net assets of at least $5 million (includes real estate) on their own or combined with their spouse
- Individuals whose annual net income before taxes exceeds $200,000 in the last two years ($300,000 when combined with spouse’s net income) and expected to exceed $200,000 in the current year
- Current or former individuals registered as a representative of a Securities Advisor or Dealer (in Canada)
- A company with net assets of at least $5 million on most recent financial statements
- A company whose owners are accredited investors
Minimum amount investment exemption
- Corporations or other entities with a minimum purchase of $150,000
- Exemption not available to individual investors
Investors should contact their Financial Advisor for more information regarding these exemptions and their requirements.
If you are a registered Portfolio Manager (Advising Representative) with a client in a fully managed account, there is a bulk subscription agreement that can be used to execute purchases for managed accounts.
If you are eligible to purchase and can comfortably invest the minimum dollar amount specified, please accept the disclaimer below to learn more about the EdgePoint Variable Income Portfolio.