Client Focused Reforms (KYP)

Resources to help you with your AGF products

AGF’s mission is to bring stability to the world of investing. To ensure we’re achieving that, we want to help you navigate the Know Your Product (KYP) requirements through our digital tools, investment insights, education center and ongoing events.

AGF's Resources and Tools to Help with KYP

AGF Insights Portfolio Lab

Equisoft Screen

AGF Insights Portfolio Lab is a web-based tool with robust portfolio analytics capabilities to deliver the insights that are most important to you.

It provides you with the ability to analyze and compare portfolios and output configurable portfolio reports containing a wide array of statistics and characteristics.

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Portfolio Consulting Services

Portfolio Consulting Screen

Partner with AGF's Portfolio Consulting Team to assist in building model portfolios that meet the objectives of both you and your clients or review your model portfolio for potential improvement in efficiency and overall risk/return trade-offs inherent in portfolios.

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This page is intended for informational purposes only to assist advisors with relevant know-your-product (“KYP”) information relating to AGF Funds and is not exhaustive of any KYP information that may be required under securities laws. For a summary of the risks of an investment in a particular AGF Fund, please see the specific risks set out in the Fund's prospectus. Advisors are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for their clients, based on their investment objectives and personal and financial situation.

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.