Segregated funds explainedMutual funds & segregated ...: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to edit Segregated funds explainedMutual funds & segregated ... in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Working on paperwork with our extensive and user-friendly PDF editor is easy. Adhere to the instructions below to fill out Segregated funds explainedMutual funds & segregated ... online quickly and easily:

Log in to your account. Sign up with your email and password or create a free account to test the product prior to choosing the subscription.
Import a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Segregated funds explainedMutual funds & segregated .... Easily add and underline text, insert pictures, checkmarks, and icons, drop new fillable areas, and rearrange or remove pages from your paperwork.
Get the Segregated funds explainedMutual funds & segregated ... completed. Download your modified document, export it to the cloud, print it from the editor, or share it with others using a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to rapidly handle your paperwork online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

Are segregated funds a good idea?

As an investment solution, segregated funds help to grow your savings. But, as an insurance product, they also help to protect those savings as well as your loved ones, your estate and your business.

What are the 4 types of mutual funds?

What types of mutual funds are there? Most mutual funds fall into one of four main categories money market funds, bond funds, stock funds, and target date funds.

What are the different types of segregated funds?

Segregated fund options are available in three categories: Invest Series, Series 1, and Series 2. Allocations, underlying investments and terms vary by product offering.

What is a disadvantage of segregated funds?

3 disadvantages of segregated funds Higher fees Segregated funds usually have higher management expense ratios (MERs) than mutual funds. This is to cover the cost of the insurance features. Penalties for early withdrawals You may have to pay a penalty if you cash out your investment before the maturity date.

Can you lose money in segregated funds?

Is this a risky investment? Despite the guarantees offered, these investments carry a risk. The risk depends on the type of fund chosen (money market, bond, equity, etc.). For example, if you have a 75% capital guarantee, you can still lose 25% of your capital at maturity.

Related forms

be ready to get more