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Legal docs and forms

Discover, research and get access to documentation you need in one convenient location.

Applications and forms

Use the following to open a new account with us or to transfer your money from other institutions. For printed copies, please call us at 1.866.818.8877 or email info@edgepointwealth.com.

Regulatory documents

Get comprehensive information about our products, including annual reports, prospectuses, fund fact sheets and more.

Fund Facts (POS)

Key information about our Portfolios, including their fees and risks.

EDGE Facts

Quarterly snapshot of the Portfolio’s holdings and performance.