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Due to the ongoing negotiations between Canada Post and the Canadian Union of Postal Workers, a potential mail stoppage could start on September 30, 2018. We are monitoring the situation and putting plans in place to minimize the impact to your business. As a precautionary measure, we will stop mailing cheques after September 21. To ensure that critical items are received by our clients in a timely fashion, we will send cheques by courier starting September 24.
In preparation, we offer the following recommendations to avoid processing delays or service interruptions:
Place trades electronically or by fax
We encourage you to submit all trades electronically wherever possible to ensure timely processing, or alternatively, to fax documents to 1-866-766-6623.
Go electronic for client RRIF payments, withdrawals and other settlements
Set up electronic fund transfers (EFT) for any clients expecting a cheque in the mail such as a RRIF payment, systemic withdrawal, cash distribution payment or redemption. Simply fax us instructions to deliver funds by EFT and include client banking information (preferably an embossed void cheque) to 1-866-766-6623.
For settlement documents and proceeds that must be received by a specific date, or are urgent in nature, we recommend that you send them by fax, ICS or courier.
Get trade confirms via Mackenzie Advisor Access
Trade confirms can be obtained on Mackenzie’s secure website. We encourage financial advisors to sign up for online access as soon as possible to obtain trade confirms, see detailed holdings and find helpful resources to help their clients with their investment decisions.
Advisors can register by going to https://access.mackenzieinvestments.com/advisor/en/register.do and following the instructions.
First time users that do not have a User ID will need to obtain one by contacting Mackenzie Client Relations at service@mackenzieinvestments.com or by phone at 1-800-387-0614.
Obtain Fund Facts, prospectuses, forms and other marketing materials online
The Mackenzie Investments website offers quick and easy access to electronic versions of Fund Facts, prospectuses, amendments, continuous disclosure documents, forms, investor guides and other marketing materials.
We will provide you with updates as they become available. If you require more information, please contact your Dealer Relations Account Manager directly. Alternatively, call us at 1-800-268-7119 or send an email to drelations@mackenzieinvestments.com.
Thank you for your continued support of Mackenzie Investments.
The Dealer Relations Team
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