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What is the Funds rollover program?

April 26, 2017fund program rollover

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What is the Funds rollover program?

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If you invested in CMDF prior to March 1st, 1999 you will be able to rollover (i.e., redeem and re-invest) your assets in CMDF and earn additional tax credits. The process involves the completion of one simple form that the Fund’s administrator, Felcom Data Services will have sent to your investment advisor. If you are a CMDF unit holder please contact your investment advisor. If you are an investment advisor, blank forms are also available at www.felcom.ca . For further information, call 1-(866)-511-5548.