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As many of you are aware, the implementation date of KYP requirements is January 1, 2022 and we want to ensure that you are prepared.

Please find a few support items to help you along as follows;

• KYP Masterlist (please see attached).
  • Includes commentary around the product philosophy, people, process, price and performance. 
• KYP Fund Packages 
  • Includes fund profile, fund facts, characteristics sheet, performance returns, risk reward profile and sector exposure. 
  • Currently available for AA portfolios, Dividend Income, Global Balanced, Global Equity, Global Thematic Opportunities, Monthly High Income, Strategic Income, World Investment Class, Yield Opportunities.
  • If you would like copies, please request them from us. 
• KYP fillable checklist
• Our three-step process 
• Our KYP presentation

Please click here if you would like to book a quick phone call or virtual meeting!

Upcoming Marketing Call Schedule!