Tax Information

Resources

Annual Statement and Tax Receipt Mailing Schedule

Annual statements available online January 17th, 2020
Annual statements mailed January 31st, 2020

Note: Dates provided may be subject to change.

 

AGF and Elements Funds Tax Receipts

Tax Receipts Available Online Expected Mailing Date
Remainder of the Year Contribution Receipts January 17th, 2020 January 31st, 2020

Daily First 60 Day Contribution Receipts

Non-systematic plan purchases made between January 2nd and March 2nd, 2020
Within 48 hours of settlement Daily

January Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between January 2nd and January 31st, 2020
February 14th, 2020 February 14th, 2020

February Monthly First 60 Day Contribution Receipt

Systematic plan purchases made between February 1st and March 2nd, 2020
March 14th, 2020 March 14th, 2020
T3 / NR4 / Relevé 16 Tax Receipts January 31st, 2020 January 31st, 2020
T5 / NR4 / Relevé 3 Statement of Investment of Income January 31st, 2020 January 31st, 2020
T5008 and Relevé 18 Tax Receipts January 17th, 2020 January 31st, 2020
T4RSP / T4RIF / T4A / NR4 / Relevé 1 / Relevé 2 Tax Receipts February 14th, 2020 February 14th, 2020

 

Tax Booklets

Advisor log-in required

Essential Tax Booklet (2018/2019) now online

Annual Distribution Breakdown1

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
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