Financial Literacy Resources
Educational resources that cover various aspects of finances, including retirement planning, investing, the benefits of professional advice and more.
Financial Calculators
Use these financial calculators to gain a better understanding of an investor’s financial situation.
InvestorOnline
- Account balances
- Transaction history
- Trade confirmation
- Statements
- Tax documents
(Including capital gain/loss report)
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.