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Colin Barry, MBA, P.Eng, CFP
Colin Barry, MBA, P.Eng, CFP
CERTIFIED FINANCIAL PLANNERĀ® Professional

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How do you purchase segregated fund units?

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Compliant content provided by AdviceonĀ® Media for educational purposes only.


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Segregated funds from insurers offer you an insurance policy contract.

The value of your interest in a seg fund is equal to your share of the securities owned by the seg fund. This is credited in terms of the number of units an investor owns of a seg fund. With seg fund policies, you own an interest in an investment portfolio as stated in an insurance policy contract.

You pay premiums that “deposit” money into a seg fund policy that further invests in the seg fund.

 

 


 

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Mutual Funds and/or Segregated Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.