Information about Portfolio Changes - IPC Counsel Portfolio Services
Legal
May 23, 2022
Portfolio Mergers Implemented
The fund mergers proposed in March have now taken effect. Read our announcement from May 9 announcing the results of the unitholder vote.
What Has Changed?
On May 20, 2022, Counsel merged the following funds:
|
Terminating Fund |
Continuing Fund |
|
Counsel Global Trend Strategy |
Counsel Retirement Accumulation Portfolio |
|
Counsel Income Trend Strategy |
IPC Conservative Income Portfolio |
For details of the changes, please review the Information Circular and Notice of Special Meeting(s), click here to download a copy.
The following documents describe the rationale behind the mergers.
If you have any questions, please speak with your financial advisor. You can also contact us at 1-877-625-9885 or info@counselservices.com