Effective June 1, 2026, CI Investments Inc., operating as CI Global Asset Management (“CI GAM”), became the manager
of the investment funds previously managed by Invesco Canada Ltd. (“Invesco”), following the sale of Invesco’s Canadian
fund management agreements to CI GAM.<\/p>\n\n\n\n
What to Expect<\/strong><\/p>\n\n\n\n As part of this transition, there are several administrative updates related to pre-authorized chequing plans, payment Pre-Authorized Chequing Plans<\/strong><\/p>\n\n\n\n If you previously established a pre-authorized chequing plan \/ pre-authorized debit (\u201cPAD\u201d) arrangement with Invesco, Existing PAD agreements remain in effect and will continue to be processed according to your current instructions. In<\/p>\n\n\n\n accordance with Payments Canada\u2019s Rule H1, Invesco has assigned these PAD arrangements to CI GAM.<\/p>\n\n\n\n Beginning on or about September 1, 2026, PAD transactions will be processed in the name of CI GAM and may appear Payment Instructions<\/strong><\/p>\n\n\n\n For purchases made by cheque, payments should now be made payable to:<\/p>\n\n\n\n \u2022 CI Investments Inc., or Wire transfer instructions have also been updated. Please contact your advisor for additional information.<\/p>\n\n\n\n Branding Updates<\/strong><\/p>\n\n\n\n Over the coming months, you will begin to see CI GAM branding on investment-related documents, beginning with Additional updates will be reflected on:<\/p>\n\n\n\n \u2022 Account Statements These updates are administrative only and do not affect your investments or account holdings.<\/p>\n\n\n\n Privacy and Personal Information<\/strong><\/p>\n\n\n\n With this change in manager, your personal information was transferred to CI GAM in accordance with the You may review our Privacy Policy at www.cifinancial.com\/ci-gam\/ca\/en\/legal\/privacy.html.<\/p>\n\n\n\n We are committed to ensuring a smooth transition and uninterrupted service for all investors. While you may notice <\/p>\n","protected":false},"excerpt":{"rendered":" Effective June 1, 2026, CI Investments Inc., operating as CI Global Asset Management (“CI GAM”),…<\/p>\n","protected":false},"author":1,"featured_media":962,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[322],"_links":{"self":[{"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/posts\/2739"}],"collection":[{"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/comments?post=2739"}],"version-history":[{"count":2,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/posts\/2739\/revisions"}],"predecessor-version":[{"id":2743,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/posts\/2739\/revisions\/2743"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/media\/962"}],"wp:attachment":[{"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/media?parent=2739"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/categories?post=2739"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/twmg.net\/wealth\/wp-json\/wp\/v2\/tags?post=2739"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
instructions, document branding and privacy. Please note that these changes are intended to support the ongoing
administration of your account and ensure a seamless transition of services, and do not affect your investments.<\/p>\n\n\n\n
authorizing Invesco to debit your bank account for the amount and in the frequency for fund investment, no action is
required.<\/p>\n\n\n\n
as CII on your bank statement.<\/p>\n\n\n\n
\u2022 CI Global Asset Management<\/p>\n\n\n\n
trade confirmations.<\/p>\n\n\n\n
\u2022 Tax Receipts<\/p>\n\n\n\n
requirements of applicable privacy laws. CI GAM remains committed to maintaining the protection of your privacy and
safeguarding your personal information.<\/p>\n\n\n\n
certain administrative and branding updates over the coming months, your investments remain unchanged.<\/p>\n\n\n\n