Applications and Forms

Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks. You may request printed copies of these forms by contacting Client Relations at 1‑800‑387‑0614 or at service@mackenzieinvestments.com.

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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 content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.

Mackenzie developed the Mackenzie Charitable Giving Program with the Strategic Charitable Giving Foundation, a registered Canadian charity. Donations under the program are irrevocable and vest with the Foundation. The information is general in nature and is not intended to be professional tax advice. Each donor’s situation is unique and advice should be received from a financial advisor. Please read the program guide for complete program details, including fees and expenses, before donating.

This material is not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund (the “MNPC Fund”). The information contained herein is qualified in its entirety by reference to the Offering Memorandum of the MNPC Fund. Units of the MNPC Fund are generally only available to “accredited investors” (as defined in NI 45-106).

Private Offering – Mackenzie Northleaf Global Private Equity Fund

Private Offering – Mackenzie Private Infrastructure Fund

Private Offering – Mackenzie Greenchip Global Equity Pool

Private Offering – Mackenzie Northleaf Private Credit Fund

Mackenzie Private Wealth Program

Series FB, FB5, PWFB, PWFB5 and Negotiated Trail

Mackenzie Investments Applications and Forms

Registered Education Savings Plan (RESP)

Registered Disability Savings Plan (RDSP)

Mackenzie Investments Group Plans Forms

Locked-In Addenda

Registered Accounts Transfer Forms

Mackenzie Charitable Giving Program

B2B Bank