Advisor Resources

A hub of resources dedicated to helping advisors stay on top of their business

Tax, Retirement and Estate Planning

CI's TREP Team is a trusted partner assisting with unique tax, retirement and estate planning concerns. For more information, speak to your CI sales team.

Go to TREP

Strategic Business Development

The SBD team leverages their wealth of practice management knowledge and expertise to develop relevant, real-world solutions for financial advisors.

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InvestorOnline

Advisor Resource Centre

Advisor Resource Centre provides you with tailored access to marketing, product, tax and practice management resources.

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U.S. Tax Reporting

Passive Foreign Investment Company (PFIC) Annual Information Statements (AIS) are available for all CI mutual funds. This information will allow U.S. taxpayer clients to make the Qualified Electing Fund (QEF) election on their U.S. tax returns.

Advisors

Advisors can generate a personalized AIS for their clients through AdvisorOnline or by calling CI Client Services at 1-800-563-5181. The AIS is generated on an account basis, listing all funds, and reported in U.S. dollars.

Investors

Investors can access a personalized AIS from their advisor, through InvestorOnline or by calling CI Client Services at 1-800-792-9355.

In cases where it is not possible to generate a personalized AIS, investors will be able to obtain PFIC and cost base reporting information on a fund unit basis. Please use the search functions below.

Passive Foreign Investment Company information and Form 8937 — Report of Organizational Actions Affecting Basis of Securities