Commissions, trailing commissions, management fees and expenses all
may be associated with mutual fund investments. Please read the
simplified prospectus before investing. Mutual funds are not
guaranteed and are not covered by the Canada Deposit Insurance
Corporation or by any other government deposit insurer. There can be
no assurances that the fund will be able to maintain its net asset
value per security at a constant amount or that the full amount of
your investment in the fund will be returned to you. Fund values
change frequently and past performance may not be repeated.
Labour Sponsored Investment Funds (“LSIF”) have tax credits that are
subject to certain conditions and are generally subject to
recapture, if shares are redeemed within eight years. Please note
that Mutual Fund Representatives in Alberta are not permitted to
sell LSIF.
An investor proposing to borrow for the purchase of securities
should be aware that a purchase with borrowed monies involves
greater risk than a purchase using cash resources only. The extent
of that risk is a determination to be made by each purchaser and
will vary depending on the circumstances of the purchaser and the
securities purchased.
Discuss the risks associated with leveraged mutual fund purchased
with an investment funds advisor before investing. Purchases are
subject to suitability requirements. Using borrowed money to finance
the purchase of securities involves greater risk than a purchase
using cash resources only. If you borrow money to purchase
securities, your responsibility to repay the loan and pay interest
as required by its terms remains the same if the value of the
securities purchased declines.
Investors should educate themselves regarding securities, taxation
or exchange control legislation, which may affect them personally.
This web site is for general information only and is not intended to
provide specific personalized advice including, without limitation,
investment, financial, legal, accounting or tax advice. Please
consult an appropriate professional regarding your particular
circumstances.
This Internet Website does not constitute an offer or solicitation
in any jurisdiction in which such offer or solicitation is not
authorized or to any person to whom it is unlawful to make such
offer or solicitation.
Mary Mitchell is an investment funds advisor and is licensed for the
sale of life insurance. Mary Mitchell is registered through separate
organizations for each purpose and as such, you may be dealing with
more than one entity depending on the products purchased. Mary
Mitchell will provide the name of the entity being represented when
insurance business is conducted. The sale of insurance products is
not the business of or under the supervision of FundEX Investments
Inc. and FundEX will not be liable or responsible for such
activities.
All non-mutual fund related business conducted by Mary Mitchell is
not in the capacity of an employee or agent of FundEX Investments
Inc. Non-mutual fund related business includes, without limitation,
advising in or selling any type of insurance product, advising in or
selling any type of mortgage service, estate and tax planning or tax
return preparation.
Accordingly, FundEX is not liable and/or responsible for any non-mutual fund related business conducted by Mary Mitchell. Such non-mutual fund related business is the responsibility of Mary Mitchell alone.
References in this Internet Website to third party goods or services
should not be regarded as an endorsement of these goods or services.
By accessing any of the links provided you will be leaving the RCAM site.
RCAM is not responsible for the information
contained on these websites.
The information contained on this Internet Website is for general
information purposes only and is the opinion of the owners and
writers. This information is not intended to provide specific
personalized advice including, without limitation, investment,
financial, legal, accounting or tax advice. However, please call
Mary Mitchell to discuss your particular circumstances.
This web site is intended for Canadian residents only and the
information contained herein is subject to change without notice.
The owner and publisher of this Internet Website are not liable for
any inaccuracies in the information provided.