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How it works

Quarterly rebate

In some instances, the discount will be a payment that will be reinvested at the end of every quarter into the qualifying funds. Any rebates you receive in an Investment Account are potentially liable to income tax at your marginal tax rate.

Lower ongoing fund charges

In other instances, some funds have the discount built into the fund’s ongoing charges, so you pay a lower charge than usual. A list of the funds with lower ongoing charges will soon be available on this page as part of planned site improvements.