Frequently Asked Questions

Is there a minimum investment required for Managed Funds?

Yes. The minimum investment depends on the type of account you’re opening:

• Individual or joint accounts

o Minimum to get started: $1,000

o Minimum for additional lump sum investments: $100

• Non-individual accounts

(including trusts, partnerships, companies, estates, charities, incorporated societies or associations)

o Minimum to get started: $5,000

o Minimum for additional lump sum investments: $100