AMPLIFY YOUR BUSINESS. MAGNIFY YOUR EXPERTISE.

At CI Global Asset Management (CI GAM), we help you amplify your business through innovative technology, intuitive tools and practical expertise to help you drive better outcomes for your clients and your business. And we help you to magnify your expertise through CI GAM thought leaders and industry experts who help provide the insight and knowledge you need to serve your clients better.

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PRACTICE MANAGEMENT TEAM

Our Practice Management team offers an extensive selection of tools, workshops and presentations on a broad range of timely relevant topics to help advisors strengthen client relationships and grow their businesses.

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TAX, RETIREMENT AND ESTATE PLANNING TEAM

This unique team of professionals provides education and communication on key topics of interest to advisors and clients—including tax-efficient investing, succession planning, and estate planning, to name a few.

U.S. TAX REPORTING


Passive Foreign Investment Company (PFIC) Annual Information Statements (AIS) are available for all CI mutual funds. This information will allow U.S. taxpayer clients to make the Qualified Electing Fund (QEF) election on their U.S. tax returns.

Advisors

Advisors can generate a personalized AIS for their clients through AdvisorOnline or by calling CI Client Services at 1-800-563-5181. The AIS is generated on an account basis, listing all funds, and reported in U.S. dollars.

Investors

Investors can access a personalized AIS from their advisor, through InvestorOnline or by calling CI Client Services at 1-800-792-9355.

In cases where it is not possible to generate a personalized AIS, investors will be able to obtain PFIC and cost base reporting information on a fund unit basis. Please use the search functions below.

Passive Foreign Investment Company information and Form 8937—Report of Organizational Actions Affecting Basis of Securities