Tax Information

Resources

Annual Statement and Tax Receipt Mailing Schedule

Annual statements will be available online January 18th, 2019
Annual statements will be mailed January 31st, 2019

Note: Dates provided maybe subject to change.

 

AGF Funds, Elements and Harmony Tax Receipts

Tax Receipts Available Online Expected Mailing Date
Remainder of the Year Contribution Receipts January 18 th, 2019 January 31 st, 2019

Daily First 60 Day Contribution Receipts

Non-systematic plan purchases made between January 2 nd and March 1 st, 2019
Within 48 hours of settlement Daily

January Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between January 2 nd and January 31 st, 2019
February 15 th, 2019 February 15 th, 2019

February Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between February 1 st and March 1 st, 2019
March 15 th, 2019 March 15 th, 2019
T3 / NR4 / Relevé 16 Tax Receipts January 31 st, 2019 January 31 st, 2019
T5 / NR4 / Relevé 3 Statement of Investment of Income January 31 st, 2019 January 31 st, 2019
T5008 and Relevé 18 Tax Receipts January 18 th, 2019 January 31 st, 2019
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts February 8 th, 2019 February 15 th, 2019

1 The annual distribution breakdown does not reflect the tax characteristics of management fee rebates (MFR). For more information please contact AGF Client Services at 1-800-268-8583 Monday to Friday from 8:00 a.m. to 8:00 p.m. ET