AGF TRUST INVESTMENT LOAN ELIGIBLE FUND LIST FOR |
- AGF Trust Margin Loans
- AGF Trust "Up To 3 for 1" No Margin Loans
AGF Funds Purchase Loan Option Provides preferred loan pricing to purchase: - AGF mutual funds
- Harmony
- AGF Elements
Multi-Funds Purchase Loan Option Our client-name account option provides clients with the opportunity to invest with many of Canada's top investment companies including: - Acuity Funds Limited
- AEGON Fund Management Inc. (imaxx)
- AGF Funds, Harmony Model Portfolios and AGF Elements*
- AIM Invesco Trimark Ltd.
- B.E.S.T. Capital Partners Limited
- Brandes Investment Partners
- CI Mutual Funds
- Counsel Wealth Management
- Desjardins Financial Security
- Dynamic Mutual Funds
- Empire Life Funds
- Equitable Life Insurance Company
- Fidelity Investments Canada Ltd.
- Franklin Templeton Investments
- Guardian Group of Funds
- Mackenzie Financial Corporation
- NexGen Financial
- Northwest Mutual Funds Inc.
- ONE Financial
- RBC Insurance Guaranteed Investment Funds
- ROI Management
- SSQ (Societe d'assurance-vie Inc.)
- TD Asset Management Inc.
- Transamerica Life Canada
Intermediary Account Purchase Loan option - Our Intermediary account option provides clients with the opportunity to invest in any FundSERV eligible mutual funds.
The AGF Intermediary Account option is provided by Canadian Western Trust Company (CWT). Please visit CWT.ca for more information. Notes:
1. Participating fund families listed are subject to change.
2. U.S. funds, labour-sponsored funds, hedge funds and dollar-cost averaging are not eligible for this program. | 
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