As a US person, can I invest in all mutual funds? : Helpdesk Page

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As a US person, can I invest in all mutual funds? Print

Modified on: Mon, 16 May, 2022 at 11:25 AM

Mutual funds from the following fund providers are not available to US persons:

Sun Life Asset Management Inc. (SLAMCI)
Philam Asset Management Inc. (PAMI)
BPI Investment Management Inc. (BIMI)

If you are a US person then you may choose instead mutual funds from other fund providers available via the COL Fund Source facility:

ATR Asset Management, Inc. (ATRAM)
First Metro Asset Mgmt., Inc. (FAMI)
Philequity Management Inc. (PEMI)

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