Assante - Wealth Planning

Client Reporting

Semi-annual statements: you will receive consolidated statements that show the value of your investments, portfolio composition, portfolio growth over time, annualized rates of return, and other important information.

Investor Online: United Financial Investor Online gives you secure around-the-clock online access to important information about your account(s). Click here to read more about Investor Online.

Fund Reports: to opt-in or opt-out of receiving paper copies of our annual and semi-annual fund reports, please complete and submit this form at your earliest convenience: Request Form

Price & Performance

Here you can find prices and performance for the United Institutional Managed Pools. However, to obtain performance information on the Institutional Managed Portfolios please click here.

Commissions, trailing commissions management fees and expenses may be associated with mutual fund investments. Mutual funds are not guaranteed their values change frequently and past performance may not be repeated. Before investing, read the simplified prospectus carefully. More...

This communication is intended for Canadian residents only and does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not allowed. Important information about Institutional Managed Portfolios is contained in its Simplified Prospectus. Please read the United Funds and/or CI Funds prospectus and consult your advisor before investing. CI Investments Inc. cannot guarantee that they are accurate or complete or that they will be current at all times. More...