We believe clarity and simplicity is important when being able to quantify the value of the advice. That’s why we made fee transparency a top priority. We began by eliminating the Deferred Sales Charge (DSC) and now offer unbundled, fee-based products for all clients. Our fees have been decreasing since 2012 and we conduct an annual fee review to ensure they reflect increasing industry transparency.
As an investor, you want to be informed about the fees and charges that are paid either directly by you, or by the funds that you invest in.
When you invest, we will provide you with the information you need up front for your specific investment choices. Transaction fees will be reported as they occur, and you will also receive an annual Fee Summary with your statement that shows the amounts that we collected over a 12 month period.
The information here answers many questions regarding fees. For mutual fund investments, you may also refer to the fund’s financial statements, prospectus, the Management Report of Fund Performance, or Fund Facts.
If you have additional questions, contact your IG Wealth Management advisor.