Portfolio Tools

Equisoft Integration Agreement

TERMS AND CONDITIONS

AGF Investments Inc. (“AGF”), in partnership with Equisoft Inc. (“Equisoft”), has made the Equisoft/analyze for advisors tool available to investment advisors. Access to and use of the Equisoft/analyze for advisors tool constitutes your acceptance of and compliance with these Terms and Conditions. If you do not accept these Terms and Conditions, please discontinue use of the Equisoft/analyze for advisors tool.
AGF may change these Terms and Conditions at any time without notice by updating this posting. You agree to review the Terms and Conditions regularly and your continued access or use of the Equisoft/analyze for advisors tool will mean that you agree to any changes.

Limited Use

The Equisoft/analyze for advisors tool is available to investment advisors in order to assist with product comparisons for ‘Know Your Product’ (KYP) purposes. Reports are generated based on user input in the Equisoft/analyze for advisors tool and are not intended to be used for general financial planning purposes, but rather to assist in determining which mutual funds and/or ETFs may be most appropriate within a given asset class.

Information contained in the reports does not constitute advice, and the reports are not intended and should not be relied upon as an offer or recommendation with respect to the purchase or sale of any security, including AGF mutual funds and/or ETFs. The reports are not intended to address the needs, circumstances or objectives of any specific investor.

The Equisoft/analyze for advisors tool and the reports generated therein are only for the limited purposes described in these Terms and Conditions and in the reports. You will not make or attempt to make any other use thereof or modify or attempt to modify any of the content in the reports.
The reports may not be reproduced (in whole or in part), transmitted or made available to any other person without the prior written permission of AGF.

Third Party Providers

The Equisoft/analyze for advisors tool is developed and maintained by an unrelated third party, Equisoft, and the information contained in the reports is based on the most recent data feed from an unrelated third party, Fundata, as of the date of a report.

No endorsement or approval of any third parties, or their advice, opinions, information, products or services, is expressed or implied.

Data

AGF has not independently verified any data. All information contained in the reports is provided "as is, where is" without any warranties of any kind, including the accuracy or completeness of the content produced or data used. AGF and its affiliates and their respective officers, employees, agents and contractors make no representations and disclaim all express and implied warranties of any kind including representations, warranties or conditions regarding accuracy, timeliness, completeness, non-infringement, merchantability or fitness for a particular purpose, and assume no responsibility for the consequences of any errors or omissions.

Mutual Funds and ETFs

Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. The performance data in the reports represents past performance and does not guarantee future results.

ETFs managed by AGF are listed and traded on organized Canadian exchanges and may only be bought and sold through licensed dealers. Investors usually pay brokerage fees to their dealers to purchase and sell their shares and market prices may differ from the current net asset value of the ETF being traded.

Commissions, management fees and expenses all may be associated with ETF and mutual fund investments. In addition, trailing commissions (which are paid by a fund company), or advisor fees (which investors pay directly) to a financial advisor’s firm for their advice and services, may be applicable to mutual fund investments. Investors should read the prospectus or relevant ETF Facts before investing.

AGF, which earns fees when clients select its products and services, is not offering impartial advice in a fiduciary capacity in providing the reports. The information in the reports is not meant as tax or legal advice. Investors should consult a professional advisor before making investment and financial decisions and for more information on tax rules and other laws, which are complex and subject to change.

Limitation of Liability

You assume full responsibility for risk of loss or damage of any nature whatsoever arising from or in connection with use of the Equisoft/analyze for advisors tool and the reports generated. You further agree that none of AGF, its affiliates, their respective officers, employees, agents and contractors shall be liable for any loss or damage of any nature whatsoever arising out of or in connection with the use, or the inability to use, the Equisoft/analyze for advisors tool, regardless of whether AGF has been notified of the possibility thereof, and including any claims whether or not foreseeable based on contract, tort, strict liability or other legal or equitable theory. AGF is not liable for any action or decision made by you in reliance on the reports generated by the Equisoft/analyze for advisors tool or the information contained therein, or any unauthorized use or reproduction of such reports or information therein.

Indemnity

You shall make whole and save harmless AGF from all claims, demands, proceedings, losses, damages, liabilities, deficiencies, costs and expenses (including, without limitation, all legal and other professional fees and disbursements, interest, penalties and amounts paid in settlement) arising directly or indirectly from your use of the Equisoft/analyze for advisors tool and the reports and/or any violations of these Terms and Conditions by you.

Privacy

AGF Management Limited and AGF Investments Inc. are committed to protecting the privacy of our customers/clients and regard this as an integral part of the service we provide you. Please see AGF Management Limited’s privacy disclosure at https://www.agf.com/ca/en/privacy/index.jsp for further information.

Supplemental Terms

These Terms and Conditions shall be supplemented by AGF Management Limited’s General Terms of Use and Electronic Terms and Conditions (https://www.agf.com/ca/en/terms-of-use/index.jsp). In the event of a conflict, the Terms and Conditions set out herein shall prevail over the General Terms of Use and/or the Electronic Terms and Conditions.

™ The “AGF” and “AGFiQ” logos are trademarks of AGF Management Limited and used under licence.

Proceed Cancel