AdvisorAccess

Already have an account?

Key features of AdvisorAccess

  • Instant access to your clients’ account information.
  • View and download client documents such as tax slips, statements and trade confirms.
  • Generate customized or standard reports.
     

 

Register in three simple steps

  1. Contact our Client Relations team at 1-800-387-0614. We will set your account up in our system and email you a link to complete your registration.
  2. After clicking the link to register, enter your dealer rep code to confirm your identity.
  3. Set up your password and security questions to complete.

Download a step-by-step guide

Frequently asked questions

What’s changing Nov. 2024?

    We are modernizing and updating the sign-in process for AdvisorAccess by introducing new advisor sign-in credentials and a two-step verification process that provides an additional layer of security for your AdvisorAccess account.  

    Key features of this update include: 

    • The owner (advisor) of the AdvisorAccess user ID will need to set up a new user ID (their email address), plus a new password and security questions.  
    • We are introducing a two-step verification process each time you sign in to AdvisorAccess.   
    • To ensure the security of our client data, this change will mean that each user of the tool will have their own sign-in credentials and that sharing of user IDs will be restricted. 

    Watch our video or download our PDF guide for detailed instructions.

     

  • What is two-step verification?

    Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email. 

  • Why is Mackenzie making this change?

    This is part of our continuing work to create a competitive and compelling digital experience. The security of advisor and client account information is Mackenzie’s top priority. To ensure this, we are introducing an enhanced sign-in process for both advisors and investors. 

  • What should I do if I do not see all of my client accounts?

    Please contact Client Relations. 

  • Can I still access my accounts with my old user ID?

    No, you must set up your new user ID (email address) to access your accounts. Once you’ve completed this step, your old user ID will no longer be valid.

  • What are the improvements that have been made?

    We are introducing a two-step verification process each time you sign into AdvisorAccess.

    In addition, you can call or email our Client Relations team to grant access to other members of your team. Each member of your team may have their own unique user ID (their email address), with access to dealer rep codes that you approve/grant.   

    Both changes will provide an extra layer of security for your account. 

  • Are there any changes to the terms of service or privacy policy associated with the registration process update?

    We have updated our conditions of use.

  • Are my clients affected by these changes too?

    Yes, if you have clients who use Mackenzie’s InvestorAccess tool, they will also have two-step verification added to their sign-in process. 

  • What is the process to set up my new user ID?

    You will see the step-by-step instructions on the sign-in page

    They are: 

      Sign in with your existing user ID (MA######) and password. 

    • Verify your identity by entering a six-digit verification code that is sent to your email address. 
    • Create a new password and select your new security questions. 
    • Sign in with your new user ID and password. 
    • Assign individual access to members of your team by calling or emailing Client Relations, if required. 

    For your convenience, we’ve provided step-by-step instructions on the sign-in page. A short video tutorial and a step-by-step PDF are also available to guide you through the process. For additional support, you can reach out to our Client Relations team.  

  • Can I still access all the same features and functionality after I’ve set up my new user ID?

    Yes. The AdvisorAccess account inquiry tool has not changed. 

  • Can I opt out of two-step verification?

    No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

  • Will I need to verify my identity every time I sign in?

    Yes. You will need to verify your identity every time you sign in. 

  • Why is my email required to be my new user ID?

    Having your email address as your user ID provides us with confidence in ownership of your AdvisorAccess account. 
     
    We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.   

  • What if I don’t have an email address that is associated with my business?

    Contact your dealer head office support. 

  • Can my assistant set-up the new user ID instead of me?

    Your AdvisorAccess user ID and account belong to you, the advisor, which means you’ll need to set up your new user ID yourself.    
     
    However, we’re pleased to share that you can now set up your team members with their own AdvisorAccess sign-in credentials and grant them permission to view accounts under the dealer rep codes that you choose.   
     
    Once you’ve successfully set up your new user ID, call our Client Relations team to authorize a new, unique user ID for your assistant(s). 

    Please note that it’s your responsibility to advise Mackenzie if an assistant leaves your team and should no longer have access to the accounts under your dealer/rep code.

  • What if I can’t access my email account?

    Contact your dealer head office support. 

  • Why did it go to my junk/spam folder? Is it legitimate?

    The filtering rules of your dealer or email provider may send emails from unrecognized addresses to your Junk/Spam folders. We recommend that you add EMAIL ADDRESS to your Safe Sender list. Contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list. 

  • Can I change my user ID after set-up?

    Your user ID must be your email address. If your email address changes, please call Client Relations for assistance. 

  • Can both advisors on the joint rep-code have access to view the clients’ accounts?

    Yes. As an advisor with a joint dealer rep code, the first advisor to use AdvisorAccess after November 4 will be taken through the new user ID set-up. This means that the other advisors who are on the joint code will need to call Client Relations to set up their new user ID.    

  • I do not want the other advisor to see my individual codes, what should I do?

    The other advisor won’t have access to your individual codes. They’ll only see the codes you’ve granted access to.  

Two-step verification

Two-step verification

  • What is two-step verification?

    Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email.

  • Can I use my cell phone instead of my email for the two-step verification process?

    We take our privacy and data security obligations seriously and we are committed to safeguarding your information. Associating your AdvisorAccess account and two-step verification to your email address is one way that we can ensure that only authorized persons are accessing account information. For this reason, cell phones are not eligible for two-step verification for AdvisorAccess. 

  • Can I opt out of two-step verification?

    No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

  • I didn’t receive the email with my verification code, what should I do?

    It may take up to five minutes to receive the two-step verification email.  If you haven’t received it within five minutes, check your Junk/Spam folders.   

    We recommend that you add noreply@mackenzieinvestments.com to your Safe Sender list.  You should contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list.  

    If you haven’t received an email within the allotted time, you can request a new verification code by clicking the resend button. You’ll have five attempts to complete this step before your account is locked. If this occurs, please call our Client Relations team.  

  • Will I need to verify my identity every time I sign in?

    Yes. You will need to verify your identity every time you sign in.  

Register for AdvisorAccess

Register for AdvisorAccess

  • Will I be able to access my clients’ accounts as soon as I register?

    You’ll be able to view your Mackenzie Investments accounts immediately after you successfully complete your registration.

  • What do I do if I forget my user ID?

    Your user ID is your email address. If you forget your user ID, contact Client Relations.  

  • What services are available through AdvisorAccess?

    With Mackenzie’s AdvisorAccess you have access to:

    • Account balances and current market values.
    • Complete transaction histories.
    • Asset mix.
    • Details on PACs, SWPs, and RRIF/LIF/LRIF payments.
    • Tax receipt information — with the ability to order duplicate tax receipts.
    • Capital gains and distribution information.
    • Assets under administration and service fee information.
    • Client statements and trade confirmations.
    • Customized and downloadable reports.
    • View 10% free redemption amounts, estimate DSC fees, and track matured units.

    Please note that if you grant access to assistants or team members, they’ll also be able to view this information.

  • How do I register for AdvisorAccess, what information do I need?

    Contact Client Relations Monday to Friday 8:30 a.m. to 6 p.m. (ET). You’ll need to provide your email address and your dealer rep code(s). 

  • How will I know if I have registered successfully?

    You will receive an email stating that your AdvisorAccess registration has been completed. Once completed, you’ll be able to view your client accounts.

  • Once I have registered, how do I sign in to AdvisorAccess?

    You can sign in by clicking on the Sign-in menu option on Mackenzieinvestments.com. Select AdvisorAccess from the drop-down menu and sign in with your user ID (email) and password. 

  • Why do I have to create security questions and answers?

    If you forget your password, we will use your confidential information (question and answer) to verify your identity and immediately restore your access. 

  • Why can I not use my personal email?

    Restricting the use of public domain email addresses provides stronger security.

    We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.         

  • Are there any new steps in the registration process?

    Yes. We have introduced two-step verification for enhanced security. Each time you sign in you’ll be asked to enter a six-digit code that we email you.

  • What do I do if I forget my password?

    You can reset your own password by clicking on the ‘Forgot Password’ link on the AdvisorAccess sign-in page. You can enter your user ID to receive an email with a verification code.  Once you’ve entered the verification code, you’ll then be able to reset your password.

    You can also contact Client Relations for assistance.

  • What should I do if I’ve accidentally disclosed my password or had it stolen?

    Notify Mackenzie Investments immediately if your user ID or password has been disclosed to another person, or if you become aware of any known or suspected security breach, including the use of your user ID or password by another person to gain access to this website. 

  • Can my assistant register instead of me?

     Your user ID belongs to you (advisor). Please call or email Client Relations if you wish to set up members of your team (i.e., assistants, joint owners).

Technical support

Technical Support

    We are modernizing and updating the sign-in process for AdvisorAccess by introducing new advisor sign-in credentials and a two-step verification process that provides an additional layer of security for your AdvisorAccess account.  

    Key features of this update include: 

    • The owner (advisor) of the AdvisorAccess user ID will need to set up a new user ID (their email address), plus a new password and security questions.  
    • We are introducing a two-step verification process each time you sign in to AdvisorAccess.   
    • To ensure the security of our client data, this change will mean that each user of the tool will have their own sign-in credentials and that sharing of user IDs will be restricted. 

    Watch our video or download our PDF guide for detailed instructions.

     

  • What is two-step verification?

    Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email. 

  • Why is Mackenzie making this change?

    This is part of our continuing work to create a competitive and compelling digital experience. The security of advisor and client account information is Mackenzie’s top priority. To ensure this, we are introducing an enhanced sign-in process for both advisors and investors. 

  • What should I do if I do not see all of my client accounts?

    Please contact Client Relations. 

  • Can I still access my accounts with my old user ID?

    No, you must set up your new user ID (email address) to access your accounts. Once you’ve completed this step, your old user ID will no longer be valid.

  • What are the improvements that have been made?

    We are introducing a two-step verification process each time you sign into AdvisorAccess.

    In addition, you can call or email our Client Relations team to grant access to other members of your team. Each member of your team may have their own unique user ID (their email address), with access to dealer rep codes that you approve/grant.   

    Both changes will provide an extra layer of security for your account. 

  • Are there any changes to the terms of service or privacy policy associated with the registration process update?

    We have updated our conditions of use.

  • Are my clients affected by these changes too?

    Yes, if you have clients who use Mackenzie’s InvestorAccess tool, they will also have two-step verification added to their sign-in process. 

  • What is the process to set up my new user ID?

    You will see the step-by-step instructions on the sign-in page

    They are: 

      Sign in with your existing user ID (MA######) and password. 

    • Verify your identity by entering a six-digit verification code that is sent to your email address. 
    • Create a new password and select your new security questions. 
    • Sign in with your new user ID and password. 
    • Assign individual access to members of your team by calling or emailing Client Relations, if required. 

    For your convenience, we’ve provided step-by-step instructions on the sign-in page. A short video tutorial and a step-by-step PDF are also available to guide you through the process. For additional support, you can reach out to our Client Relations team.  

  • Can I still access all the same features and functionality after I’ve set up my new user ID?

    Yes. The AdvisorAccess account inquiry tool has not changed. 

  • Can I opt out of two-step verification?

    No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

  • Will I need to verify my identity every time I sign in?

    Yes. You will need to verify your identity every time you sign in. 

  • Why is my email required to be my new user ID?

    Having your email address as your user ID provides us with confidence in ownership of your AdvisorAccess account. 
     
    We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.   

  • What if I don’t have an email address that is associated with my business?

    Contact your dealer head office support. 

  • Can my assistant set-up the new user ID instead of me?

    Your AdvisorAccess user ID and account belong to you, the advisor, which means you’ll need to set up your new user ID yourself.    
     
    However, we’re pleased to share that you can now set up your team members with their own AdvisorAccess sign-in credentials and grant them permission to view accounts under the dealer rep codes that you choose.   
     
    Once you’ve successfully set up your new user ID, call our Client Relations team to authorize a new, unique user ID for your assistant(s). 

    Please note that it’s your responsibility to advise Mackenzie if an assistant leaves your team and should no longer have access to the accounts under your dealer/rep code.

  • What if I can’t access my email account?

    Contact your dealer head office support. 

  • Why did it go to my junk/spam folder? Is it legitimate?

    The filtering rules of your dealer or email provider may send emails from unrecognized addresses to your Junk/Spam folders. We recommend that you add EMAIL ADDRESS to your Safe Sender list. Contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list. 

  • Can I change my user ID after set-up?

    Your user ID must be your email address. If your email address changes, please call Client Relations for assistance. 

  • Can both advisors on the joint rep-code have access to view the clients’ accounts?

    Yes. As an advisor with a joint dealer rep code, the first advisor to use AdvisorAccess after November 4 will be taken through the new user ID set-up. This means that the other advisors who are on the joint code will need to call Client Relations to set up their new user ID.    

  • I do not want the other advisor to see my individual codes, what should I do?

    The other advisor won’t have access to your individual codes. They’ll only see the codes you’ve granted access to.  

  • What is two-step verification?

    Two-step verification (sometimes called multi-factor authentication) adds an extra layer of security to prevent someone else from accessing your account. It allows us to verify your identity in two different ways when you sign into your account — first through your password, then through the verification code you’ll receive by email.

  • Can I use my cell phone instead of my email for the two-step verification process?

    We take our privacy and data security obligations seriously and we are committed to safeguarding your information. Associating your AdvisorAccess account and two-step verification to your email address is one way that we can ensure that only authorized persons are accessing account information. For this reason, cell phones are not eligible for two-step verification for AdvisorAccess. 

  • Can I opt out of two-step verification?

    No. We are dedicated to protecting your data. Two-step verification provides an extra layer of security to help keep your account safe from unauthorized users in case your password is ever compromised. 

  • I didn’t receive the email with my verification code, what should I do?

    It may take up to five minutes to receive the two-step verification email.  If you haven’t received it within five minutes, check your Junk/Spam folders.   

    We recommend that you add noreply@mackenzieinvestments.com to your Safe Sender list.  You should contact your dealer head office support if you need assistance with adding email addresses to your Safe Sender list.  

    If you haven’t received an email within the allotted time, you can request a new verification code by clicking the resend button. You’ll have five attempts to complete this step before your account is locked. If this occurs, please call our Client Relations team.  

  • Will I need to verify my identity every time I sign in?

    Yes. You will need to verify your identity every time you sign in.  

  • Will I be able to access my clients’ accounts as soon as I register?

    You’ll be able to view your Mackenzie Investments accounts immediately after you successfully complete your registration.

  • What do I do if I forget my user ID?

    Your user ID is your email address. If you forget your user ID, contact Client Relations.  

  • What services are available through AdvisorAccess?

    With Mackenzie’s AdvisorAccess you have access to:

    • Account balances and current market values.
    • Complete transaction histories.
    • Asset mix.
    • Details on PACs, SWPs, and RRIF/LIF/LRIF payments.
    • Tax receipt information — with the ability to order duplicate tax receipts.
    • Capital gains and distribution information.
    • Assets under administration and service fee information.
    • Client statements and trade confirmations.
    • Customized and downloadable reports.
    • View 10% free redemption amounts, estimate DSC fees, and track matured units.

    Please note that if you grant access to assistants or team members, they’ll also be able to view this information.

  • How do I register for AdvisorAccess, what information do I need?

    Contact Client Relations Monday to Friday 8:30 a.m. to 6 p.m. (ET). You’ll need to provide your email address and your dealer rep code(s). 

  • How will I know if I have registered successfully?

    You will receive an email stating that your AdvisorAccess registration has been completed. Once completed, you’ll be able to view your client accounts.

  • Once I have registered, how do I sign in to AdvisorAccess?

    You can sign in by clicking on the Sign-in menu option on Mackenzieinvestments.com. Select AdvisorAccess from the drop-down menu and sign in with your user ID (email) and password. 

  • Why do I have to create security questions and answers?

    If you forget your password, we will use your confidential information (question and answer) to verify your identity and immediately restore your access. 

  • Why can I not use my personal email?

    Restricting the use of public domain email addresses provides stronger security.

    We take our privacy and data security obligations seriously and we are committed to safeguarding your information and that of your clients.         

  • Are there any new steps in the registration process?

    Yes. We have introduced two-step verification for enhanced security. Each time you sign in you’ll be asked to enter a six-digit code that we email you.

  • What do I do if I forget my password?

    You can reset your own password by clicking on the ‘Forgot Password’ link on the AdvisorAccess sign-in page. You can enter your user ID to receive an email with a verification code.  Once you’ve entered the verification code, you’ll then be able to reset your password.

    You can also contact Client Relations for assistance.

  • What should I do if I’ve accidentally disclosed my password or had it stolen?

    Notify Mackenzie Investments immediately if your user ID or password has been disclosed to another person, or if you become aware of any known or suspected security breach, including the use of your user ID or password by another person to gain access to this website. 

  • Can my assistant register instead of me?

     Your user ID belongs to you (advisor). Please call or email Client Relations if you wish to set up members of your team (i.e., assistants, joint owners).

Conditions of use

Terms of access

Access to and use of the web-based account inquiry service ("AdvisorAccess") for Mackenzie Investments constitutes your acceptance of and compliance with the Conditions of Use set out herein. Please take the time to review these conditions. If you do not accept them, please discontinue use of AdvisorAccess. Mackenzie Investments may change the Conditions of Use at any time without notice by updating this posting. You agree to review the Conditions of Use regularly and your continued access or use of AdvisorAccess will mean that you agree to any changes.

Web-based account inquiry services

Mackenzie Investments provides AdvisorAccess to give you online access to your clients’ account balances, investment holdings, transactions and tax information. It also gives you "view-only" access to your account statements previously mailed to you.

Disclaimer

AdvisorAccess is presented on an "as is" basis only; device software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be accessed and displayed on your device.

Mackenzie Investments does not warrant that AdvisorAccess will be free from error or interruption. Mackenzie Investments is not responsible for any damage of any nature, whether direct, indirect, special, incidental or consequential, in reliance on the information available on AdvisorAccess, including, without limitation, any loss of use, loss of profit, loss of data, business interruption or any other loss or damage, whatever the form of action, and whether or not Mackenzie Investments has been negligent.

This service is not intended to provide legal, accounting or tax advice and should not be relied upon in that regard.

Mackenzie Investments is not responsible for unauthorized use or reproduction of any information contained in AdvisorAccess.

Links in AdvisorAccess to other websites or references to products, services or publications other than those of Mackenzie Investments or their affiliates should not be construed as an endorsement or approval of such websites, products, services or publications by Mackenzie Investments or their affiliates.

"Mackenzie Investments" or "Mackenzie Group of Companies" includes Mackenzie Financial Corporation. Mackenzie Investments is affiliated with Investors Group Inc. and Canada Life .

Security

User IDs and passwords

You are solely responsible for maintaining the security and confidentiality of your user ID and password. Mackenzie Investments shall treat, and shall be entitled to treat, any person who uses your user ID and password as you. You agree to not disclose or provide your user ID or password to any other person including assistants, with the exception of an authorized representative of the Mackenzie Investments Client Relations Team who may ask for your user ID in order to resolve an issue. Mackenzie Investments will never reach out to you for this information, we will only request this information if you initiate contact with an authorized representative of the Mackenzie Investments Client Relations Team, or to permit any other person to gain access to this website utilizing your user ID or password.

User IDs and passwords are created by you during the registration process. You should ensure that your password does not contain or refer to any word that may easily identify you (including name, address, telephone number, birth date of you or a family member). We may refuse user IDs or passwords which we find unacceptable or objectionable for any reason.

You agree to notify Mackenzie Investments immediately if your user ID or password has been disclosed to or learned by another person, or if you become aware of any known or suspected security breach including the use of your user ID or password by another person to gain access to this website.

Two-step verification

Mackenzie Investments uses two-step verification as an additional layer of security. Two-step verification requires you to enter both your password and a different code each time you sign in to AdvisorAccess. The code will  be sent to you by email.  Never share the code with anyone. Mackenzie Investments will never ask you for this code by telephone, text or email.

Privacy protection and consent to use personal information

Mackenzie Investments is committed to protecting the privacy and security of all personal information that we collect, use and maintain in the course of carrying on our business in accordance with our privacy practices. We have a Privacy Notice to inform you of the ways we collect, hold, use and disclose personal information. For more information, please see Mackenzie Investments' Privacy Notice. When you register to use AdvisorAccess, you provide us with additional personal information and your access to and use of AdvisorAccess constitutes your consent to such information being collected, held, used and disclosed by Mackenzie Investments in the ways and for the purpose identified here. When you register to use AdvisorAccess, you provide us with your:

  • email address and password;
  • personal information which you choose to provide, for example, the name of the city where your mother was born("Personal Registration Information").

Mackenzie Investments collects this information, holds it in your client record, uses it and, where necessary, discloses it for the following purposes:

  • To verify your identity;
  • To restore your access in the event that you have forgotten your user ID or password; and
  • To investigate violations of the Terms of use, fraudulent or illegal acts, similar matters and/or abuses of this website.

Cookies

When you sign into the website, it installs temporary cookies on your computer while you are logged onto the website. Please visit www.mackenzieinvestments.com if you require additional information about our website cookie policy. By registering to use this website, and/or by making any use of this website and/or any of the pages or information made available on this website you expressly acknowledge and agree that we use cookies, including for purposes such as:

  • collecting and compile information like the number of visitors to our websites, where the visitors to our websites came from and the pages they visit on our websites;
  • delivering advertisements that are relevant to you and your interests and measuring the effectiveness of our advertising campaigns in order to provide you with personalized service; and
  • collecting your internet protocol address or other similar device identifier on the date you visit our websites (without collecting your name or other similar identifying information) so as to allow the website to recognize your computer or other similar device.

Mackenzie Investments is not aware of, nor responsible for, the cookie practices of any Third Party websites.

Limitation of Liability

You assume full responsibility for risk of loss of any nature whatsoever resulting from your use AdvisorAccess. Mackenzie and its affiliates, and their respective directors, officers, employees and agents shall not be liable for any loss, damage or injury related to, or connected with AdvisorAccess suffered by the user whether direct, indirect, special or consequential, including without limitation, any claims, whether or not foreseeable, based in contract (including fundamental breach), tort (including negligence), strict liability or any other legal or equitable theory.

Indemnity by User

The user shall indemnify and save harmless Mackenzie and its affiliates, and their respective directors, officers, employees and agents from all claims, demands, proceedings, losses, damages, liabilities, deficiencies, costs and expenses (including, without limitation, all legal and other professional fees and disbursements, interest, penalties and amounts paid in settlement) arising directly or indirectly as a consequence of such matter, suffered or incurred by such parties as a result of, arising directly or indirectly out of, or in connection with:

  • the content, use or reliance of any party upon AdvisorAccess
  • the unauthorized use or disclosure of any User IDs or passwords for use in relation to AdvisorAccess
  • the unauthorized use or disclosure of any confidential information by you, your dealer firm and its employees, contractors, or agents
  • any breach of this agreement by you, your dealer firm and its employees, contractors, or agents
  • any inaccuracy of any representation, warranty or covenant made by you, your dealer firm and its employees, contractors or agents contained in this document
  • the infringement of any intellectual property or other proprietary right of any third party caused by any information, documentation or other material provided by you, your dealer firm and its employees, contractors, or agents to Mackenzie in connection with AdvisorAccess
  • the operations of your dealer firm and its affiliates

Performance Data Disclaimer

  • The user shall use AdvisorAccess only for the purpose of facilitating its business activities and not for any unlawful or deceptive purposes. While Mackenzie has used its best efforts to ensure that all readable and printable pages containing performance data of mutual funds contain the warning language prescribed by National Instrument 81-102 - Mutual Funds, and that such pages containing performance data of segregated funds contain the warning language required by applicable laws, regulations and guidelines, Mackenzie does not represent or warrant that these warnings are contained in all places prescribed by National Instrument 81-102 and/or other applicable regulatory requirements. To the extent that any performance data is obtained by you from AdvisorAccess and given to an investor or potential investor, it is your sole and absolute responsibility to ensure that all necessary warnings are included and that the communication with the investor or potential investor complies with applicable regulatory requirements.

Last updated: November 4, 2024.