Shareholder documentation

Relevé 26

Shareholders who purchase shares receive a Relevé 26 for income tax purposes. Slips are sent in mid-February for purchases made before December 31 and at the end of March for purchases made in January or February.

T5008 / RL-18 Slip

Shareholders who redeem shares during the year receive a T5008 / Relevé 18 detailing their securities transaction for income tax purposes.

Investment statement

Each year, investment statements for the periods ended February 28/29 and August 31 are sent to shareholders in mid-March and mid-September, respectively. These statements serve as share certificates.

Transaction notices

Shareholders receive a transaction notice by mail within 30 days following the transaction.

Annual general meeting

Included with the investment statements mailed out in mid-September, shareholders receive call for nominations documentation in preparation for the next election of directors at the next annual general meeting of shareholders.

Early in March, shareholders receive a notice to attend the annual general meeting and a form of proxy for those unable to attend but who wish to vote.