IA Clarington Elite Pricing offers preferred pricing and rebates on our diverse, actively managed mutual fund lineup starting at $100,000.
You can access Elite Pricing in three ways.
When you have $100,000 invested in a single fund in a single account,1 you become eligible for the discounted Elite series version of the fund, which offers a lower management fee than our standard series.
Elite series is available on our wide range of actively managed mutual funds and on all five IA Clarington Managed Portfolios.
When your combined mutual fund holdings reach $250,000 in a single account,1 you will automatically receive our tiered rebates.2 These rebates come in addition to any Elite series discounts you already receive and apply to every dollar invested.
Tiered rebates increase as you continue to build your wealth with iA Clarington mutual funds.
IA Clarington Elite Pricing includes an attractive householding opportunity. At $250,000 in a single account, primary account holders can extend their tiered rebates to family members living at the same address. Rebates can also be extended to the primary account holder’s other accounts.
Householding with iA Clarington mutual funds
Primary account holder reaches $250,000 in iA Clarington mutual funds (all series) in a single account.
The tiered account-level rebates are applied to each linked account, all the way back to dollar one.
Householding with IA Clarington Managed Portfolios
Primary account holder reaches $100,000 in an IA Clarington Managed Portfolio in a single account.
Primary account holder’s Elite series discount is applied to linked accounts invested in IA Clarington Managed Portfolios.
Once the primary account holder reaches $250,000 in a single account, the tiered rebates apply to each linked account, all the way back to dollar one.
iA Clarington has the right to change or cancel any part of this program at any time. 1 Not available on Money Market Fund, Short-term Income Class, Bond Fund Series F, and Series V of the Inhance Monthly Income SRI Fund, Inhance Canadian Equity SRI Class, Inhance Global Equity SRI Class and Inhance Growth SRI Portfolio, Series I and Series O. DSC securities held within seven years of the original purchase date and low-load securities held within three years of the original purchase date do not qualify. 2 A management fee rebate may result in tax implications in non-registered accounts. HST is also applicable on the rebates, management fees and advisor service fees. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.