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GUIDE TO MACKENZIE FUNDS

 
How to Make Investing Easier

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.