The price of your mutual and segregated funds is reported
daily in the financial section of most major newspapers and on MackenzieFinancial.com
under Prices & Performance: so you can check up on your holdings
at any time - however, keep in mind that your long-term goals should
not be measured day to day.
- transaction confirmations for all non-systematic
transactions;
- semi-annual account statements as of June 30 and December 31;
- audited annual financial statements and un audited semi-annual financial
statements, containing asset allocations, balance sheets and income
statements for each fund from each fund family;
- a comprehensive tax package, including a tax guide and your supplementary
tax slips - e.g., T3s and T5s - mailed in mid-February;
- Insight, our semi-annual newsletter; and STAR portfolio quarterly
reports for STAR investors.
You may also choose to receive transaction
confirmations for systematic transactions - e.g., distribution reinvestments,
pre-authorized chequing and systematic withdrawals - as well as financial
statements, and quarterly fund family reports. Call Mackenzie at
(800) 387-0614 or in the Toronto area at (416) 922-3217 for more information. |