|
Investing doesn't need to be complicated or time-consuming. Whenever
you and your financial advisor want to buy, sell or switch your Mackenzie
investments, we're just a phone call away. In addition, we offer several
services that can make the administration of your account simpler and
more efficient.
Pre-authorized chequing plan (PAC): Set up a regular investing
plan with Mackenzie's pre-authorized chequing plan (PAC) and Mackenzie
will automatically transfer a set amount in regular intervals from your
bank account and invest it in the Mackenzie fund of your choice. A PAC
plan will encourage you to "pay yourself first" and maintain a disciplined
investment approach.
Systematic withdrawal plan (SWP): SWPs allow you to receive regular
withdrawals from your Mackenzie account without the inconvenience of submitting
individual redemption requests. We will either send you the redeemed amount
by cheque or deposit it electronically in you bank account. Although they
are not available for Registered Retirement Savings Plans or Locked-In
Retirement Accounts, SWPs are an easy way to withdraw money from a Registered
Retirement Income Fund.
Chequing privileges: When handled by Mackenzie, your cash will
earn interest every day and produce higher yields than typical chequing
accounts offered by other financial institutions. Chequing privileges
are available at a nominal fee to Mackenzie investors meeting specific
criteria in the Mackenzie Cash Management Fund. We do not offer chequing
privileges on any registered accounts, including Registered Retirement
Savings Plans or Locked-In Retirement Accounts.
Telephone redemption services: Mackenzie's free telephone redemption
service enables you to call us directly to request redemption and transfer
money electronically to your bank account. Once you've enrolled in the
service through your financial advisor, call us at (800) 387-0616 or from
the Toronto area at (416) 922-1171 if you ever need to redeem your units.
The telephone redemption service is not available for registered accounts
including Registered Retirement Savings Plans and Locked-In Retirement
Accounts.
|