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December 31, 2023
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Softcap timeline
Created by
B Si (Therealbry)
⟶ Updated 19 Nov 2019 ⟶
List of edits
Timelines by
B Si (Therealbry)
:
16 Dec 2018
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Events
March 31, 2017 Soft Capping date for 4 funds 1. Signature High Income 2. Signature Global 3. Signature Corporate Bond 4. Signature Canadian Bond Clients not able to add these in asset mix after this date
Sept 27 2019 Fund Subs launch 4 funds are now Unsoft-capped Clients can purchase into 4 funds Trust only eligible
Client added fund
Client added fund
Client added fund
Client added fund
Client added fund
Client added fund
Client added fund
Client added fund
Periods
Time period of capped funds. Clients unable to add the 4 funds to their asset mix.
Both CC + Trust eligible if funds held prior to this date. **product allowing CC eligible after date until fund sub launch**
