Leading Investments from:
IA Clarington
Fidelity
Dynamic
Mackenzie
Templeton
PH&N
IAIM
Support Materials
To better understand how ECOFLEXTRA might be able to help you achieve your retirement income needs and goals, please refer to the following documents and contact your financial advisor for more information.
Learn More
Legal Documents
- Information Folder and ECOFLEXTRA Individual Variable Annuity Contract | IA
- Information Folder and ECOFLEXTRA Individual Variable Annuity Contract | IAP
- Fund Facts Booklet | IA
- Fund Facts Booklet | IAP
Forms
- Ecoflextra Application (Fillable) for FUNDServ network* | IA
- Ecoflextra Application (Fillable) for FUNDServ network* | IAP
- Ecoflextra Application (pdf) | IA
- Ecoflextra Application (pdf) | IAP
- Transfer Form
- Limited Trading Authorization Form
- Anti Money Laundering Form | IA
- Anti Money Laundering Form | IAP
- PAC Form
*Only for brokers with a mutual fund licence and segregated funds licence who do not do business through an MGA. If you do not qualify please use the regular application.
Investment Objectives and Risk Factors Associated with the Funds