a) General Mutual Funds Disclaimer:
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, are subject to market volatility and past performance does not necessarily indicate future performance. It is strongly advised that all investors read their prospectus of all mutual funds in which they intend to invest or are currently invested.
As a business carrying on “commercial activity” and registered in the Province of Ontario, Equity Associates Inc. is subject to Bill C-6 “The Personal Information Protection and Electronic Documents Act”. Accordingly the collection, use storage and disclosure of all personal information as defined by the act must be disclosed to all individuals who provide such information to Equity Associates Inc. The information collected by Equity Associates Inc. is for the sole and specific purpose of reporting and processing mutual fund transactions in accordance with the current applicable rules.
c) Opinion Disclaimer:
The recommendations and opinions expressed are those of Pattison Financial Group and do not necessarily reflect those of Equity Associates Inc., and are not specifically endorsed by Pattison Financial Group or Equity Associates Inc.
This article is not intended to provide individual financial, legal, tax or investment advice but rather is to be used for information purposes only. Particular investment or trading strategies should be evaluated relative to each individual’s objectives
d) Leverage Disclosure:
The use of borrowed funds is an excellent way to leverage one's exposure to the markets. However, the potential for added returns comes with a significant level of added risk. Someone considering this investment tool should be aware of the potential for losses and discuss their tolerance for risk with their advisor. If used properly, Leveraged investing can be very rewarding.
In accordance with regulations set forth by our dealership, Equity Associates, here is a copy of our Leverage Disclosure document. (Leverage Disclosure Document)