Helios2 Contract and Information Folder – A new simplified document!

Intermediary Network Sales Support and Expertise November 22, 2021

Empowering our members and clients to make their own financial choices is a concrete way of always doing what's best for them. One way we do this is by providing them with clear, easy-to-understand documents.

With this in mind, we teamed up with a specialized firm to completely transform the Helios2 Contract and Information Folder. Some of the main techniques we used include writing in plain language, providing clear and visual examples, and formatting information so it's easy to read and understand.

Provisions that are written in plain language will make it easier for novice investors to make informed decisions when buying a Helios2 Contract.

We know you're really going to enjoy using the new and improved tool when offering Helios2 to your clients and that they'll appreciate how easy the document is to read and understand!

In addition to redesigning the Contract and information folder, we've also revised the Fund facts and the forms. Please start using the new versions right away.

Starting November 29, you can order copies from the warehouse using the following numbers:

English versionFrench version
Contract and information folder 13188E 13188F
Fund facts 13188E01 13188F01
Contract application 13137E 13137F
Contract Application – Intermediary/Nominee Name form (only available on Webi) 13138E 13138F
Contract application – TFSA 13139E 13139F
Statement of direction 13140E 13140F

We’ll accept previous versions of the forms until December 31, 2021.


Intermediary Network Sales Support and Expertise