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Client Reporting
Quarterly 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.
InvestorOnline: United Financial InvestorOnline gives you secure around-the-clock online access to important information about your account(s). Click here to read more about InvestorOnline.
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 Pools and Corporate Class funds under the Optima Strategy program. Prices and performance are only provided on Class W pools and funds.
Commissions, trailing commissions, management fees and expenses may all be associated with investments in the United Pools and use of the Asset Management Service. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the United Pools prospectus and consult your advisor before investing. 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 the Optima Strategy family of funds is contained in its Simplified Prospectus. Please read the prospectus before investing. If you are a Canadian resident, you can obtain a print copy from the United Financial Service Centre at 1-888-664-4784. Optima Strategy is managed by CI Investments Inc. under the United Financial brand and is available exclusively through your Assante advisor. More...
