Legal Notice - Terms of Use, Disclaimer and Legal Information

Copyright © 2018 by Generation Portfolio Management Corp. (“Generation”). ALL RIGHTS RESERVED. This website is published in Canada, and is protected by domestic and international Copyright laws.

Through accessing this website and pages thereof you agree to be bound by the terms and conditions set forth below. Should you, after reading this “Legal Notice”, disagree with the applicable terms, please do not access the site in the future. Your use of the site and its pages constitutes implied agreement to these terms.

Terms of Use
Generation provides a company Website, a Twitter account, a LinkedIn account and any other online content or social media account for informational purposes only. By accessing any of the Sites, you accept and agree to be bound by and comply with the terms and conditions set out herein. If you do not accept and agree to the Terms, you should not use any of the Sites.

The content of the pages of this website is the property of Generation and it is intended only for the utilization of the user. Generation grants to you a limited license to display the content on your PC and print the content on your printer solely for your own personal non-commercial use. No part of these documents, including the text, graphics, sound, coding, or layout, may be reproduced, stored in a retrieval system, transmitted or distributed in any form or by any means, electronic, mechanical, photocopying, printing, recording, or otherwise, nor used in any other documents or publications, without the prior written permission of the author – the only exception being the transient copy held in temporary cache during normal viewing of the document while on line, which may not be used for any other purpose. Requests for permission will be considered, and should be addressed in writing to: Generation Portfolio Management Corp., 22 St. Clair Avenue East, 18th Floor, Toronto, ON M4T 2S3 Canada. (416) 861-0774. Permission to establish a link to a document on this site is not required. If you notify the author of such a link, if appropriate, a reciprocal link may be established.

Other Information
Generation has signed a trade matching statement in accordance with National Instrument 24-101-Institutional Trade Matching and Settlement, which can be viewed by clicking the link below.
Trade-Matching Statement

Effective November, 2016, the trustee of all registered accounts(s) changed from The Royal Trust Company of Canada to Computershare Trust Company of Canada. Fidelity Clearing Canada ULC is the carrying broker and custodian and Computershare Trust Company of Canada became the Trustee and issuer of any Registered Plan (RRSP, RESP, RRIF, TFSA) that you may have with us.

The Declarations of Trust/Terms and Conditions associated with The Royal Trust Company of Canada no longer apply. Copies of the new Declarations of Trust/Terms and Conditions are available. Should you wish to review them, you may contact us for copies or you may visit https://fidelityclearing.dataphile.broadridge.com/public/page.html

Disclaimer and Legal Notice
All products and services provided by Generation are subject to the respective agreements and applicable terms governing their use. This site is for reference purposes only and is not intended to provide any form of advice. Please contact the appropriate Generation professional directly before acting on any of the information on this website.

This website contains charts, tables, performance and other information about funds and other investment products and services (“Information”) which are provided to you for your informational purposes only and are not intended to be and do not constitute investment or tax advice nor an opinion or recommendation regarding the appropriateness of any investment. The Information is not intended to be and should not be relied or acted upon without consulting with and obtaining specific advice from your financial or tax advisor. The Information does not constitute an offer to sell, or a solicitation of an offer to buy, any securities named in this website or an interest in any Fund.

The Information contained in this website is drawn from sources believed to be reliable, but it has not been independently verified or audited. The accuracy and completeness of the information is not guaranteed, nor does Generation make any express or implied warranties regarding the Information or assume any liability in providing it. Generation shall not be liable for any losses, costs, expenses or damages relating to the adequacy, accuracy, completeness, timeliness or validity of the Information or relating to any investment decision made based upon the Information. This information on this site is subject to change and Generation assumes no obligation to update the information or advise on further developments relating to these securities. Please consult Generation directly for complete and up-to-date information on products and services.

Past performance is no guarantee of future returns, particularly with respect to short-term performance. No representation is made that any investor in any Fund or portfolio managed by Generation will or is likely to achieve results comparable to those shown on this website or will make any profit at all or will be able to avoid incurring substantial losses. Net asset value of any portfolio or Fund managed by Generation and the return on an actual investment in any security, portfolio or Fund will fluctuate, and an investor may have a gain or loss upon disposition of his or her investment in such security, portfolio or Fund.

Generation, its affiliated companies and their respective directors, officers and employees and companies with which they are associated may, from time to time, hold the securities mentioned on this site.

This website contains information about funds and other investment products and services which are not intended for or available to certain investors in certain jurisdictions. Moreover, such funds and investment products have not been registered with or approved by any Canadian regulatory authority or the U.S. Securities and Exchange Commission. The funds and other investment products and services referred to on this website are only available to investors in certain jurisdictions where they may be legally offered and to certain investors who are qualified according to the laws of the applicable jurisdiction. Nothing on this website shall constitute an offer or solicitation to anyone in any jurisdiction where such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such a solicitation. Generation’s products are not being offered in the United States or to U.S. persons by way of this website and may only be offered in the United States or to U.S. persons pursuant to applicable U.S. laws.

E-mail communications over the Internet, no matter how protected or encrypted, may not be secure and may not be confidential. Generation is not responsible for any e-mail communication sent by you to Generation or sent by Generation to you from being intercepted, read or distributed to unknown persons and Generation will not be liable for errors, omissions or alterations made or caused by email communications. Any confidential information sent by you to Generation is at your own risk.

This website may contain electronic hyperlinks to other sites on the Internet that are owned or operated by third parties. Generation offers these hyperlinks as a convenience to you and other users, but makes no representations, does not guarantee, has no control over and is not responsible for the accuracy, quality, or suitability of the information provided on third party sites located through such hyperlinks. A link to a non-Generation site does not imply that Generation endorses the site or the products or services referenced on such third party’s site. In addition, Generation is not responsible for the security practices or privacy policies of such other sites and sponsoring companies. When you leave our site by means of a hyperlink, you are subjecting yourself to whatever policies and practices might be employed by the operators of the other website, and Generation has no control over such activities. When linking to a third party’s site, you do so at your own risk and it is strongly recommended that you review the terms and conditions of use of the other website and determine if you agree with its user policy before using such site. Any legal disputes regarding this website shall be settled through the governance of applicable Canadian laws.