Tangerine Investment Funds Fee Schedule

Tangerine Investment Funds Fee Schedule

Effective January 1, 2020

Transaction Fees

 

 

All trades placed before 3pm will be processed at the same business day’s closing price. Trades placed between 3pm and 4pm are processed on a best effort basis. And trades placed after 4pm will be processed at the next business day’s closing price.

Transaction Fees

Front-End Loads$0
Deferred Sales Charges (DSC)$0
Fees for Switching Investments$0
Short-Term Redemption Fees$0
Online Trades$0
Telephone and Secure Chat Trades$0
Registered Account Transfer to Another Financial Institution $125
Setting Up an Automatic Savings Plan (ASP)$0
Setting Up Ongoing Withdrawals$0

Fees for Registered Accounts: RSP, TFSA, RIF, Locked-In

 

 

Tangerine Investment Funds Limited has no Account setup or annual maintenance fees for Registered and Non-Registered Accounts.

Annual Maintenance Fees

Retirement Savings Plan (RSP)$0
Retirement Income Fund (RIF)$0
Tax-Free Savings Account (TFSA)$0
Locked-In Accounts$0

 

Withdrawal Fees

Home Buyer’s Plan (HBP)$0
Life Long Learning Plan (LLLP) $0

Other Fees

Other Fees

Document Replacement$0
Online Statements and Tax Receipts/Slips$0
Paper Statements and Tax Receipts/Slips$0
Non-Sufficient Funds (NSF)$0
Account Investigation$0
Estate Processing$0
Unclaimed Account $0

Language (Quebec residents only /Résidents du Québec seulement):  You acknowledge that the French and English versions of this Agreement were remitted to you. You expressly request and agree to be bound exclusively by the English version of this Agreement and that all related documents, including any notices, be drafted in English only. Vous reconnaissez que les versions françaises et anglaises de cette convention vous ont été remises. Vous demandez expressément et acceptez d’être lié exclusivement par la version anglaise de cette convention et que tous les documents qui s’y rattachent, y compris les avis, soient rédigés en anglais seulement.

Call us at 1-877-464-5678, Monday to Friday 8am to 8pm ET to speak with an Advisor.

Tangerine Investment Funds are managed by 1832 Asset Management L.P. and are only available by opening an Investment Fund Account with Tangerine Investment Funds Limited. These firms are wholly owned subsidiaries of The Bank of Nova Scotia.