SOURCE: Sentry Investments

Sentry Investments

June 10, 2015 14:05 ET

Sentry Investments announces change to householding definition for preferred pricing program

TORONTO, ON--(Marketwired - June 10, 2015) - Earlier this year, Sentry Investments ("Sentry") added extended householding to Sentry Preferred Pricing Program. The extended version went a step further than the standard industry definition of householding to include parents and/or children of the primary investor and/or spouse residing at different addresses.

Upon further consideration, Sentry has decided to change its householding option in order to address some administrative challenges that arose with the expanded definition. Sentry's definition is now consistent with the standard industry definition: family members living at the same address, and corporations in which the primary investor has more than a 50% equity ownership. Through this service, family members who reside within the same household can link their accounts to create a "Household Account". A management-fee reduction is applied beginning with the first dollar, once the Household Account meets a minimum aggregate investment of $250,000.

If you would like more information on Sentry Preferred Pricing Program, please contact our Client Services team at 1-888-698-5553. You can also refer to the Sentry Group of Funds simplified prospectus dated June 8, 2015, available at www.sentry.ca or at www.sedar.com.

SENTRY INVESTMENTS INC.
Sentry Investments was founded in 1997 and is one of Canada's fastest-growing independent asset management companies. Sentry manages over $18 billion in assets on behalf of more than 500,000 Canadian investors. Sentry offers a diverse range of award-winning investment products, available through financial advisors, including domestic and global mutual funds and separately managed accounts.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Sentry Investments Inc.
Commerce Court West
199 Bay Street, Suite 2700
P.O. Box 108
Toronto, ON M5L 1E2

Contact Information

  • Sentry Investments
    Investor Relations
    (broker/investor inquiries)
    1-888-698-5553 or 416-506-8429
    1-800-406-6596 (FAX)
    info@sentry.ca
    www.sentry.ca