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DRIP / PACC / SWP

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Passive Foreign Investment Company (PFIC)

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TEAM MEMBERS

Som Seif

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Scott Bartholomew

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Nawan Butt

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Edwin Chan

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Julian DeSanti

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Krista Hass

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Jeff Logan

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Ross Neilson

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Bruce Robinson

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Vlad Tasevski

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Sylvie Méthot

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Michael Karpenko

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Marcus Schlechta

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Grant O’Connor

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Sasha Djurdjevic

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Phoebe Mak

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Nancy Turner

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Karl Bruce

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FUNDS

Purpose Core Dividend Fund

<p>Own the highest quality North American dividend paying companies. The Purpose Core Dividend Fund gives you the ability to own equities while enjoying tax-efficient monthly income.p>

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Purpose Best Ideas Fund

<p>Invest alongside the best managers in the world, in their best ideas.p>

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Purpose Diversified Real Asset Fund

<p>A true portfolio diversifier while protecting purchasing power of a portfolio.p>

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Purpose Duration Hedged Real Estate Fund

<p>Tax-efficient real estate investing with interest rate risk management.p>

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Purpose Enhanced US Equity Fund

<p>Provide enhanced equity returns without leveraged market risk.p>

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Purpose High Interest Savings ETF

<p>Get the most out of your cash savings.p>

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Purpose International Dividend Fund

<p>Own the best dividend paying international companies and use quality screens to avoid the worst.p>

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Purpose International Tactical Hedged Equity Fund

<p>International investing while protecting against major market declines.p>

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Purpose Monthly Income Fund

<p>Diversified risk-balanced portfolio across equities, fixed income and real assets with stable income.p>

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Purpose Multi-Strategy Market Neutral Fund

<p>Multi-strategy approach across equities, currencies and commodities to generate positive returns in different market environments.p>

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Purpose Premium Money Market Fund

<p>Capital gains distributions on cash.p>

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Purpose Tactical Hedged Equity Fund

<p>Equity like returns but with protection against major market declines.p>

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Purpose Tactical Investment Grade Bond Fund

<p>Maximize the return/risk opportunity of an investment grade corporate bond portfolio by enhancing yield while managing duration risk.p>

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Purpose Total Return Bond Fund

<p>Tactically manage your fixed income exposure and risk to generate positive total returns through different interest rate environments.p>

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Purpose US Cash ETF

<p>Earn more from your U.S. dollar savings.p>

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Purpose US Dividend Fund

<p>U.S. income investing with risk management. The Purpose US Dividend Fund gives you the ability to own the highest quality U.S. dividend equities while enjoying monthly income.p>

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Purpose Premium Yield Fund

<p>Maximize income and total return potential with less risk using options. The Purpose Premium Yield Fund uses an active option strategy to generate attractive monthly income while mitigating risk.p>

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Purpose Conservative Income Fund

<p>Conservative balanced income without heavy exposure to bonds.p>

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Purpose Canadian Financial Income Fund

<p>Simple and diversified way to own Canadian banks and lifecos with enhanced income.p>

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Purpose Short Duration Tactical Bond Fund

<p>Maximize the yield opportunity of a short duration,&nbsp;<br /> investment-grade bond portfolio.p>

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Limited Duration Investment Grade Preferred Securities Fund

PFD.UN

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Energy Credit Opportunities Income Fund

PCF

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Investment Grade Managed Duration Income Fund

PFU.UN

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NexC Partners Corp.

NXC

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U.S. Banks Income & Growth Fund

PUB.UN

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Silver Bullion Trust

<p>Secure and low cost way to own physical silver.p>

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Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES
Fields marked with an * are requiredLES CHAMPS MARQUÉS D'UN * SONT OBLIGATOIRES

ENTER THE WORD "ANTISPAM" INTO THIS BOX
(WITHOUT THE QUOTATION MARKS)