Docs & 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.
- EdgePoint investment application
- TFSA application
- Pre-authorized Chequing (PAC) Plan Agreement
- Transfer authorization form
- RC518 Declaration of Tax Residence for Individuals*
- Trust Agreement – TFSA
- Declaration of trust - RSP
- RC519 Declaration of Tax Residence for Entities*
- Declaration of trust - RIF
- Locking-in agreement (LIA)
*RC518 and RC519 Declaration of Tax Residence forms are for client name, non-registered accounts only.
Locked-in addendums
Regulatory Material
Get comprehensive information about our products, including prospectuses, portfolio disclosures and more.
Simplified prospectus
Proxy voting records
Quarterly portfolio disclosures
Additional regulatory material
MRFPs & fund financial statements
Access our Portfolios’ management reports on fund performance and financial statements.
MRFPs and fund financial statements
External Audit Fee Disclosure
For the fiscal year ended December 31, 2024, fees paid or payable to KPMG LLP for the audit of the financial statements of the EdgePoint Reporting Issuer funds were $265 thousand (2023- $247 thousand). Fees for other services were $122 thousand (2023 - $133 thousand).
Fund Facts (POS)
Required disclosure mandated by regulators. Updated annually, Fund Facts highlights key information about the Portfolio, including fees and risks, so that you and your advisor can select the investments that are right for you.
EdgePoint Canadian Portfolio
EdgePoint Global Portfolio
EdgePoint Canadian Growth & Income Portfolio
EdgePoint Global Growth & Income Portfolio
EdgePoint Monthly Income Portfolio
Edge Facts
Quarterly snapshot of Portfolio holdings and performance.