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Standing instructions for your EdgePoint Portfolio disclosure documents

As per the EdgePoint communication, you are entitled to receive disclosure documents that include Fund Financial Statements and Management Report(s) of Fund Performance (MRFP) twice a year for your EdgePoint holding(s).

These disclosure documents contain generic information pertaining to the EdgePoint mutual fund(s) you hold and no personal account information.

Click here if you would like to receive paper copies of these documents, or change your existing delivery instructions. You will need to reference the number located at the top right-hand corner of the communication.

No action is required if you prefer to access the disclosure documents at your convenience, click here. Audited Fund Financial Statements and MRFPs are available by March 30 and semi-annual Fund Financial statements and MRFPs by August 29.