Fewer fees help you save money

Dealer fees

When you don’t pay your mutual fund dealer additional fees, you have more money to invest. 

As a dealer, Quadrus doesn’t charge for certain services some other mutual fund dealers do.
 
We don’t charge for:

  • Partial withdrawals
  • Head office transaction processing
  • Account research
  • Trustees
  • Requests for duplicate receipts, confirms or statements
  • Nominee accounts – no new plan or annual administration fees1
 
1Clients with a nominee account can nominate a bank or major investment dealer to hold several different investments in one account.
The words more money to invest.

Mutual fund fees

All-inclusive fee option

Some funds have an all-inclusive (or embedded) fee which is incorporated into their management expense ratio (MER). Here, much of the ongoing cost of owning the fund is deducted before the fund’s performance is calculated.2

This option appeals to clients who don’t want to pay separate fees for fund management, service and advice.

Clients investing more than $100,000 in Quadrus Group of Funds are eligible for a management fee rebate on most funds, with additional fee reductions when investing more than $500,000.

Fee-based option

With this option, you pay separate fees for advice, services and fund management.

Fees for service and advice are negotiated upfront and may be tax-deductible for non-registered accounts.

Clients investing more than $100,000 in Quadrus Group of Funds are eligible for a management fee rebate on most funds, with additional fee reductions when investing more than $500,000. 

2Additional sales charges may apply, as agreed upon between the client and the investment representative. Illustration assumes a front-end load structure, with a 0% sales charge.  Funds also have a trading expense ratio (TER) which is its trading costs. It’s usually expressed as a percentage and is independent of the MER. The Fund Facts outlines the costs of specific funds.
 
 

Let’s connect you with an investment representative.