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| Management Fees | All in CAD and subject to applicable taxes |
|---|---|
| Portfolio value $5,000 to $100,000 | *Annual rate 0.60% |
| Portfolio value greater than $100,000 | *Annual rate 0.45% |
| Other Fees | |
|---|---|
| Account activity | Amount |
| NSF cheque / Returned items | $50.00 |
| Account type | |
| Full plan deregistration | $125.00 |
| Partial plan deregistration | $50.00 |
| Duplicate contribution receipt | $20.00 |
| Transfer type | |
| Wire transfer (CAD) | $40.00 |
| Wire transfer (USD) | $50.00 |
| Wire transfer (INT’L) | $65.00 |
| Stop payment | $25.00 |
| EFT (Electronic Funds Transfer) | $5.00 |
| Certified cheque | $25.00 |
| Cheque request | $10.00 |
| Transfer of account | $125.00 |
| Partial transfer | $75.00 |
| Transfer of estate | $150.00/hr |
| Item / Service | |
| Special courier (Canada) | $40.00 |
| Special courier (US) | $40.00 |
| Registered mail | $10.00 |
| Copy of statement | $20.00 |
| Copy of fiscal statement | $40.00 |
| Copy of income tax forms | $25.00 / item |
| Close account | $75.00 |
| Late payment | 2% per month |
*Management fees are charged quarterly based on the average daily value per account
Canaccord Genuity Bamboo, is a division of Canaccord Genuity Corp. Canaccord Genuity Corp. is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund
