Only registered representatives of a Mutual Fund Dealer
offer mutual funds.
Commissions, trailing commissions, management fees and
expenses all may be associated with mutual fund investments. Please read
the simplified prospectus before investing. Mutual funds are not
guaranteed and are not covered by the Canada Deposit Insurance Corporation or
by any other government deposit insurer. There can be no assurances that
the fund will be able to maintain its net asset value per security at a
constant amount or that the full amount of your investment in the fund will be
returned to you. Fund values change frequently and past performance may
not be repeated.
Labour Sponsored Funds have tax credits that are subject
to certain conditions and are generally subject to recapture, if shares are redeemed
within eight years.
Investors should educate themselves regarding securities,
taxation or exchange control legislation, which may affect them
personally. This web site is for general information only and is not
intended to provide specific personalized advice including, without limitation,
investment, financial, legal, accounting or tax advice. Please consult an
appropriate professional regarding your particular circumstances.
This Internet Website does not constitute an offer or
solicitation in any jurisdiction in which such offer or solicitation is not
authorized or to any person to whom it is unlawful to make such offer or
solicitation.
Ken Beattie is an investment funds advisor
[and may be licensed for the sale of life insurance]. Ken Beattie is registered
through separate organizations for each purpose and as such, you may be dealing
with more than one entity depending on the products purchased. Ken Beattie will provide the name of the entity being represented when
insurance business is conducted. The sale of insurance products is not
the business of or under the supervision of FundEX Investments Inc. and FundEX
will not be liable or responsible for such activities.
All non-mutual fund related
business conducted by Ken Beattie is not in the capacity of an employee
or agent of FundEX Investments Inc. Non-mutual fund related business
includes, without limitation, advising in or selling any type of insurance
product, advising in or selling any type of mortgage service, estate and tax
planning or tax return preparation. Accordingly, FundEX is not liable
and/or responsible for any non-mutual fund related business conducted by Ken Beattie Such non-mutual
fund related business is the responsibility of Ken Beattie alone.
References in this Internet Website to third party goods
or services should not be regarded as an endorsement of these goods or
services. By accessing any of the links provided you will be leaving the Ken Beattie Insurance site. Ken Beattie is
not responsible for the information contained on these websites.
The information contained on this Internet Website is for
general information purposes only and is the opinion of the owners and
writers. This information is not intended to provide specific
personalized advice including, without limitation, investment, financial,
legal, accounting or tax advice. However, please call Ken Beattie to discuss your particular circumstances.
This web site is intended for Ontario residents only and the information contained herein is subject to
change without notice. The owner and publisher of this Internet Website
are not liable for any inaccuracies in the information provided.
Investor
Privacy Statement
As an organization that collects, uses and discloses
personal information, you are subject to the federal Personal Information
Protection and Electronic Document Act (or by similar laws in the provinces
of Alberta, British Columbia and Quebec), effective January 1st,
2004. In complying with these laws, it is important that you provide your
clients with information so that they may fully understand the purposes for
which you collect their personal information. Attached is an Investor
Privacy Statement, which FundEX has developed to assist our associates who have
websites.
The full legal name of the dealer
is “FundEX Investments Inc.”