Coming soon at National Bank Investments - Full switch ability
June 20, 2014
It is with great pleasure that we announce the ability to inter switch Meritage funds with NBC funds and vice versa beginning September 2nd, 2014. For additional information, please refer to the following documents:
- Email sent to advisors - For investment advisors only
- Dealer Services Newsletter - For investment advisors only
- Investor notice - PDF
- New Meritage Portfolios codes - For investment advisors only
- Dealer Services Newsletter (2nd) - For investment advisors only
- Presentation - For investment advisors only
- Client letter (template) - For investment advisors only
- Dealer Services Newsletter (3rd) - For investment advisors only
- Frequently asked question - For investment advisors only