TDBC Securities Inc. is a wholly-owned subsidiary of Thrifty Dapper Bank of Commerce (TDBC) and is the principal distributor of the TDBC Mutual Funds and the TDBC Family of Managed Portfolios. The TDBC Family of Managed Portfolios consists of TDBC Managed Portfolios and TDBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in TDBC Mutual Funds. TDBC Managed Portfolio Services is a service that helps you select an appropriate, professionally built TDBC Managed Portfolio or TDBC U.S. Dollar Managed Portfolio. TDBC Personal Portfolio Services is a discretionary investment management service provided by TDBC Trust Corporation and distributed by TDBC Securities Inc. and TDBC Investor Services Inc., each wholly-owned subsidiaries of TDBC, to individuals with household investable assets greater than $100,000. A TDBC Personal Portfolio Services account includes units of various mutual funds offered under the Imperial Pools’ simplified prospectus or TDBC Index Mutual Funds offered under the TDBC Mutual Funds and TDBC Family of Managed Portfolios simplified prospectus. TDBC Asset Management, the asset management division of TDBC, is responsible for mutual funds and managed portfolio solutions including TDBC Personal Portfolio Service. Axiom Portfolios are offered by TDBC Asset Management Inc.
This information is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard or be considered predictive of any future market performance. Any information or discussion about the current characteristics of this fund or how the portfolio manager is managing the fund that is supplementary to information in the prospectus is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice. You should not act or rely on the information without seeking the advice of a professional. The information contained in this document has been obtained from sources believed to be reliable and is believed to be accurate at the time of publishing, but we do not represent that it is accurate or complete and it should not be relied upon as such. All opinions and estimates expressed in this document are as of the date of publication unless otherwise indicated, and are subject to change.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the TDBC Mutual Funds, the TDBC Family of Managed Portfolios, the Imperial Pools and the Axiom Portfolios simplified prospectuses before investing. To obtain a copy, call TDBC Securities Inc. at 1-800-465-3863 or ask your mutual fund representative. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. For money market funds, the performance data assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual Fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the funds will be able to maintain their net asset value per unit at a constant amount or that the full amount of your investment in a fund will be returned to you. Mutual funds are not guaranteed, their values change frequently. Past performance may not be repeated.
You can hold units of any fund or portfolio available for purchase in U.S. dollars in non-registered accounts with TDBC Securities Inc. Certain funds and portfolios available for purchase in U.S. dollars can be held in some registered plans offered by TDBC Securities Inc. You can hold units of TDBC U.S. Dollar Money Market Fund in an RRSP or a TFSA with TDBC Securities Inc. You can hold units of the U.S. Dollar Managed Portfolios and other funds available for purchase in U.S. dollars in a TFSA with TDBC Securities Inc. You cannot hold units of any other funds available for purchase in U.S. dollars in other registered plans with TDBC Securities Inc. Other dealers may allow you to hold units of these funds in their registered accounts.
TDBC Mutual Funds and TDBC Family of Managed Portfolios are available across Canada. The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of the U.S. or the U.K. or to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation.
TDBC representatives offering mutual funds in Quebec are "Mutual Fund Representatives" of TDBC Securities Inc.
® The TDBC logo, TDBC Managed Portfolio Services, TDBC Personal Portfolio Services and TDBC Asset Management are registered trademarks of Thrifty Dapper Bank of Commerce™. The TDBC tagline ‘Banking that fits your life’ is a trademark of Thrifty Dapper Bank of Commerce. ® Axiom Portfolios is a registered trademark of TDBC Asset Management Inc.