Investor Resources

A hub of resources dedicated to helping investors with their financial progress

Financial literacy resources

Financial literacy resources

Educational resources that cover various aspects of finances, including retirement planning, investing, the benefits of professional advice and more.

Resources
Financial calculaors

Financial calculators

Use these financial calculators to gain a better understanding of an investor’s financial situation.

Calculators
Investor Online

InvestorOnline

  • Account balances
  • Transaction history
  • Trade confirmation
  • Statements
  • Tax documents
    (Including capital gain/loss report)
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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

Form 8937 — Report of Organizational Actions Affecting Basis of Securities