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   Annual regulatory notice
   
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ANNUAL REGULATORY NOTICE


FINANCIAL REPORTS*

Under securities law, you are entitled to receive annual and semi-annual fund
reports and management reports of fund performance (MRFPs)* for all of the funds
you hold. These reports are not the same as your client account statements,
which are sent to you automatically.

We have on file your previous instructions regarding delivery of fund reports
and MRFPs (including whether you want to receive them or not). We will continue
to follow those instructions for all of the Fidelity Funds you hold, including
any new funds you purchase. Your instructions will remain on file until we
receive new instructions from you. You can change your preferences by calling 1
800-263-4077. Please note that fund reports and MRFPs are available online and
that you can obtain copies at any time at fidelity.ca or sedar.com.

 


SYSTEMATIC PLAN NOTICE REQUIREMENTS

When you enroll in a Fidelity pre-authorized chequing plan or systematic
exchange program (collectively “Systematic Plans”) through your dealer, you will
receive the Fund Facts document (the “Fund Facts”) for the fund with your first
systematic purchase or exchange. It will not be sent to you for future
systematic purchases or exchanges unless requested at the time of your first
purchase or exchange.  You may request a copy of the most recent Fund Facts at
no cost at any time by: (i) calling us at 1 800-263-4077; (ii) by sending us a
request by mail; (iii) by sending us an email
at FICCustService@fidelity.ca or Servicelaclientle@fidelity.ca; or (iv) by
asking your financial advisor.You can also find the Fund Facts on our website at
fidelity.ca or at sedar.com.

Under securities law, you have certain statutory rights. These include a right
to cancel the first purchase of a fund made through Fidelity’s Systematic Plans,
provided you exercise that right within a prescribed period of time. This right
does not, however, extend to subsequent purchases of the fund made through
Fidelity’s Systematic Plans. You will continue to have the right to terminate
your Systematic Plan at any time before a scheduled Systematic Plan transaction
date. In the event that any misrepresentation is contained in a Fund Facts, or
any document incorporated by reference in any renewal simplified prospectus, you
will have the right to bring an action for damages or rescission, whether or not
you have requested the Fund Facts.

 


AUTOMATIC SWITCHING AND REBALANCING PROGRAMS

When you enroll in Fidelity’s ClearPlan® Custom Fund or Custom Portfolio service
(the “Rebalancing Programs”) or change the funds selected, or when you purchase
Series F, F5, B, S5 or S8 securities of a fund, as the case may be, you will
receive the Fund Facts for the fund with your first purchase. It will not be
sent to you for subsequent purchases made under the Rebalancing Programs.

When you purchase Series A, T5 or T8 securities of a fund under a deferred sales
charge or low-load purchase option, you will be automatically switched into
Series B, S5 or S8 securities, respectively, of that fund one year after your
redemption fee schedule expires. However, you will not receive the Fund Facts at
the time of the automatic switch into Series B, S5 or S8. Series B, S5, or S8
securities have lower fees than Series A, T5 or T8 securities.

You may request a copy of the most recent Fund Facts for the relevant series at
no cost at any time by: (i) calling us at 1 800-263-4077; (ii) by sending us a
request by mail; (iii) by sending us an email
at FICCustService@fidelity.ca or Servicelaclientle@fidelity.ca; or (iv) by
asking your financial advisor. You can also find the Fund Facts on our website
at fidelity.ca or at sedar.com.

You will not have the right to withdraw from an agreement of purchase and sale
in respect of a purchase made pursuant to an automatic switch or a subsequent
purchase made under the Rebalancing Programs, but you will have the right of
action for damages or rescission in the event any Fund Facts or document
incorporated by reference into a simplified prospectus for the relevant Series
of securities contains a misrepresentation, whether or not you request the Fund
Facts.

 


REDEMPTION OF SECURITIES

Securities laws require Fidelity to provide you annually with information about
redeeming your mutual fund securities. You can redeem units of your Funds at any
time.

Redemption requests should be made to your financial advisor or dealer in
writing, with a signature guarantee if the value is over $25,000. Signature
guarantees are available from any of the following: your financial advisor,
dealer, financial planner, Canadian chartered bank or trust company. If the
securities are registered in another name (a dealer or a third party), your
financial advisor must forward your completed request to the dealer or third
party, who must then submit it to Fidelity on the same day it is received from
you, in accordance with Fidelity’s policies and procedures.

If Fidelity receives your redemption request before the end of the business day
(4:00 p.m. Eastern Time), we will process it that day. If the request is
received after this time, we will process it the next business day. The proceeds
of your redemption will be forwarded to you within three business days of the
day the units are redeemed. Payment will be made to you either by cheque or
electronically to your bank account if you provide the necessary information.

If the securities are registered in another name (a dealer or a third party),
you must make arrangements with that party to redeem the units.

If you require further assistance, please contact your financial advisor or call
the Fidelity Client Relations Department at 1 800 263-4077, Monday to Friday
between the hours of 8:00 a.m. and 8:00 p.m. ET.

 

 

Alternative formats of these documents are available upon request by calling
Fidelity Customer Service or sending us a message at FICCustService@fidelity.ca.

 

 

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*The annual and semi-annual management reports of fund performance do not apply
to prospectus exempt products.

Commissions, fees and expenses may be associated with investment funds. Read a
fund’s prospectus or offering memorandum and speak to an advisor before
investing.  Funds are not guaranteed, their values change frequently and
investors may experience a gain or loss.  Past performance may not be repeated.

Read our privacy policy.  By using or logging in to this website, you consent to
the use of cookies as described in our privacy policy.

This site is for persons in Canada only.  Mutual funds and ETFs sponsored by
Fidelity Investments Canada ULC are only qualified for sale in the provinces and
territories of Canada.


FIDELITY INVESTMENTS CANADA ULC

© 2022 Fidelity Investments Canada
ULC. All rights reserved. Fidelity Investments is a registered trademark of
Fidelity Investments Canada ULC.


FIDELITY CANADA INSTITUTIONAL™

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FIDELITY CLEARING CANADA

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portfolio managers

 

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SUPPORT

The Call Centre is open from 8:00 a.m. to 8:00 p.m., EST Monday to Friday


ADDRESS

Fidelity Investments Canada
483 Bay Street
Suite 300
Toronto, Ontario
M5G 2N7

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