|
Tel:
Toll-free:
|
1 (416) 777-9005
1 (888) 514-9136
|
You can purchase units of the Acker Finley Select US Value 50 Fund or the Acker Finley Select Canada Focus Fund directly through our dealer Acker Finley Inc. if you have at least $150,000 to invest.
You can invest directly through Acker Finley by either our Wealth Management Services or via our Offering Memorandum Funds.
One of the benefits of investing directly through Acker Finley is that there are no front-end or deferred sales charges on your purchases. You also receive:
- Consultation with a knowledgeable investment advisor
- Access to Acker Finley’s full team of investment specialists
- Ability to conduct transactions by telephone
- Personalized, quarterly performance reports
- Online access to your accounts, which are updated daily
- Monthly fund reports
- Quarterly Review & Strategy newsletter
To invest in Acker Finley Offering Memorandum funds directly through Acker Finley:
- Contact Acker Finley at 1-888-514-9136 or 416-777-9005. We’ll make the process as simple as possible for you.
- Upon your request, we’ll send you account forms and the applicable offering documents for signature. You can also download the Offering Memorandum and Subscription Agreement here:
- Send the completed forms to the following address:
- Once we receive your forms, we’ll open your account and make your fund purchase for you.
Acker Finley Asset Management Inc.
Attn: Brenda Tilley, Vice-President, Private Clients
181 University Ave., Suite 1400
Toronto, ON
M5H 3M7
If you would like to invest in Acker Finley funds and have less than the minimum required for our Offering Memorandum funds, consider the Acker Finley Canada Focus Fund. This fund follows the same investment strategy as the Acker Finley Select Canada Focus Fund, but has a minimum purchase amount of $500. The Acker Finley Canada Focus Fund is available through your discount broker or investment advisor, in all provinces except Quebec.
|
