CI introduces a new Capital Gain/Loss Report

December 1, 2016

CI Investments is introducing a Capital Gain/Loss Report for client-held non-registered mutual fund account(s).

This new report for the 2016 tax year includes the following important tax information:

  • Account level capital gains/losses
  • Breakdown of annual gains/losses by fund
  • Capital gain/loss for U.S. dollar priced funds
    • Stated in U.S. and Canadian dollar equivalents
    • All figures must be filed with the CRA in Canadian dollars

The Capital Gain/Loss Report is only generated when a taxable disposition has occurred.

CI Financial Corp. published this content on 01 December 2016 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 01 December 2016 14:51:11 UTC.

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