Mutual Funds

POLZIN INSURANCE  HAS CHOSEN TO OPERATE ITS MUTUAL FUND SALES  UNDER THE DEALERSHIP OF PERFORMA, DUE TO ;
THE FACT THAT PERFORMA  PROVIDES ITS CUSTOMERS ,  WITH THE SALES PROCESS THAT :

• is of the highest integrity
• respects federal and provincial laws and regulations and Company standards and
• is supported by the best  Compliance training and programs for its intermediaries and employees.

BY CLICKING ON THE APPROPRIATE FUND or typing the fund name in you will go to their web page.
YOU WILL LINK TO THEIR WEB PAGE AND OUTLINE OF PRODUCTS AND PROSPECTUS.
On completion of your review click on the back button at the top of the tool bar and you may go to other locations or click on Polzin home button on the top left frame.

ADMAZ REGENT INTERNATION MANAGMENT LTD
AGF MANAGEMENT LIMITED(20/20 FUNDS INC)
AIC GROUP OF FUNDS
ALTAMIRA INVESTMEN SERVICES
ATLAS ASSET MANAGEMENT INC. (MIDLAND WALWYN)
LES FONDS REGROUP'ES AZURA
BEUTEL GOODMAN MANAGED FUNDS
BISSET & ASSOCIATES INVESTMENT MANAGEMENT LTD
BPI CAPITAL MANAGEMENT CORPORATION
CI MUTUAL FUNDS(HANSBERGER, MONARCH GROUP OF FUNDS)
CLARINGTON CAPITAL MANAGMENT INC.*
CLEAN ENVIRONMENT MUTUAL FUNDS LIMITED
CSA MANGEMENT ENTERPRISES LIMITED
DYNAMIC FUNDS MANAGMENT LIMITED
ELLIOT & PAGE LIMITED
FIELITY INVESTMENTS CANADA LIMITED
GLOBELINVEST FUNDS MANAGMENT INC.
GT GLOBAL CANADA INC.
GREEN LINE (TD ASSET MANAGEMENT )
GUARDIAN GROUP OF FUNDS LIMITED
HOWSON TATTERSALL INVESTMENT COUNSEL(SAXON GROUP OF FUNDS)
INFINITY MUTUAL FUNDS*
IVORY & SIDE PEMBROKE(GBC ASSET MANAGEMENT)
JONES HEWARD INVESTMENT MANAGEMENT INC
MAXXUM GROUP OF FUNDS*
MACKENZIE FINANCIAL CORPORATION (IVY,INDUSTRIAL AND UNIVERSAL GROUP OF FUNDS
NAVIGATOR FUND COMPANY LIMITED*
O'DONNELL GROUP OF FUNDS
PACIFIC CAPITAL MANAGEMENT LTD
PETER CUNDILL & ASSOCIATES LTD
PHILIPS, HAGAR & NORTH INVESTMENT MANAGEMENT LTD
SAGIT INVESTMENT MANAGMENT FUNDS (CAMBRIDGE, TRANS CANADA GROUP OF FUDNS)
SCEPTRE INVESTMENT COUNSEL LIMITED
SCUDDER CANADA INVESTOR SERVICES LIMITED*
STONE & CO LIMITED *
SPECTRUM -UNITED FINANCIAL SERVICES (UNIT, BULLOCK, SPECTRUM GROUP OF FUNDS)
STANDARD LIFE MUTUAL FUNDS LIMITED
TALVEST FUND MANAGEMENT INC. (HYPERION MUTUAL FUNDS)
TEMPLETON MANAGEMENT LTD
TRADEX MANAGEMENT INC.*
TRIMARK INVESTMENT MANAGEMENT
UNIVERSITY AVENUE GROUP OF FUNDS
 
 

THE FOLLOWING ARE AREAS YOU MAY WANT TO INVESTIGATE PRIOR TO PURCHASING FUNDS
 

1. FUND FAMILIES  , Name of fund you wish to investigate._______________
2. Front -end Load, NO LOAD , Low Load AND WHAT IS OFFERED BY USING PERFORMA .
3. SEGREGATED FUNDS VS MUTUAL FUNDS
4. HOW TO PURCHASE, application forms, completing application forms
5. National Policy 39 ,
6. RISK TOLERANCE
7. KNOW YOURSELF AND WHAT FUNDS TO CONSIDER:
1. Financial Objective,  Income, This suggests an interest in producing a regular flow of income from investments as opposed to capital appreciation. Long term growth , This suggests an interest in long term capital appreciation , which usually implies income is reduced  but that securities are of greater quality and have sound history of performance. Short term growth /Speculative trading, This suggests an interest in quick capital appreciation , which usually implies reduced income and greater risk.
8. YOUR PORTFOLIO
9. HOW TO CONTACT THE REGULATORY BODIES
10. WHAT IS IFAC , INVESTMENT FUNDS INSTITUTE OF CANADA
11. MULTI LICENSING DISCLOSURE
12. CORRESPONDENCE FROM THE CLIENT, Any instruction for change(eg. change of address) must be signed by the client . Photocopies and /or faxes will not be accepted.
13. CORRESPONDENCE TO THE CLIENT, The following documents are regularly sent  or handed to our clients. Prospectus,  Transactions confirmation Notices, Monthly/quarterly Statements , Financial Reports and Tax slips.
14. Account types,  a) Individual Accounts, b) Trust accounts, c) Joint account  d) Investment Club accounts. e) estate Accounts, f) Company Accounts g) Congregational ,Religious Association Accounts.
15. Payment , Nominee basis,  Cheques must be made payable to one of the following.
1. PERFORMA FINANCIAL GROUP LIMITED, in Trust
2. PERFORMA FINANCIAL GROUP LIMITED , in Trust
3. PERFORMA Limited , in Trust
4. PERFORMA Ltd, in Trust
16. PERFORMA will not accept cheques issued by anyone other  than the owner of the Mutual Fund Account.