Thursday, 5 January 2017

Understanding your New Statements


To help clients navigate through the new reports Worldsource has created corresponding, “Understanding Your Report” documents. These documents will be included with the two new reports in the client year end statements delivered the end of January 2017.

The following documents are meant to help you understand your new reports.


· Annual Charges & Compensation Report
· Understanding Your Annual Charges & Compensation Report
· Understanding Your Annual Performance Report














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Disclaimer

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.; other Products and Services are offered through Govan Wealth Management.