January 23, 2024

 

The Year-End Statement and tax receipt mailing schedule is outlined below for your reference. Please note that the dates provided are subject to change. For additional information regarding the mailing schedule, please contact CI Client Services at 1-800-792-9355.

Year-End Statements

Where applicable, we expect to complete most Year-End Statement mailing to clients by January 31, 2024.

Tax Slips

Slip Type	Mailing Deadline
Remainder of Year 2023 Contribution Receipts   Purchases made from March 2 to December 31, 2023	Tax receipt mailings will be completed by February 9, 2024
T3 / Relevé 16 T5 / Relevé3 NR4 (For Mutual Funds, Alternative Funds, and Segregated Fund Products, where applicable)	T3/ Relevé16 and NR4 mailings will be completed by March 28, 2024 T5 / Relevé3  mailings will be completed by February 29, 2024
1st 60-Days RRSP Contribution Receipts   Purchases made from January 1 to January 26, 2024 Purchases made from January 29 to February 2, 2024 Purchases made from February 5 to February 9, 2024 Purchases made from February 12 to February 29, 2024	Mailed by February 9, 2024 Mailed by February 16, 2024 Mailed by February 23, 2024 Mailed daily
T4RSP / T4RIF / NR4 / Relevé 2 / T4FHSA / Relevé 32	T4 mailings will be completed by February 29, 2024
RESP Accounts T4A / Relevé 1	T4A mailings will be completed by February 29, 2024
T5008 Relevé 18	T5008 mailings will be completed by February 29, 2024 Relevé 18 mailings will be completed by February 29, 2024

 

Frequently Asked Questions

1. Why haven’t I received a statement yet?

You may not receive a statement for several reasons:

• Most account documents are being delivered to investors exclusively through IOL. Unless otherwise required, statements for mutual funds will not be delivered by mail.
• CI does not produce a statement for many accounts held in Nominee name with the exception of Segregated Fund Policies. You will likely be receiving a statement produced by your Nominee that will report all of your investments, not just your holdings with CI.
• If your address has changed and we have received returned mail for your account, your address status may be inactive. Consequently, a statement will not be produced. Please contact CI Client Services to update your mailing address.
• If you are the contributor on a Spousal account, you will not receive a statement. The statement will be issued to your spouse, as he or she is the account annuitant.

2. I received a statement, but my tax documents were not included. Where are my tax documents?

If you have a non-registered plan that holds segregated funds, you will be receiving your T3 or Relevé 16 (residents of Québec only) tax slips in a separate mailing. All segregated fund T3 or Relevé 16 tax slips will be mailed by the end of March.

• If you have a registered plan held in Nominee name, your Nominee may have produced your tax receipts.
• If you have a non-registered mutual fund plan held in Nominee name, your Nominee may have produced your statement. CI Investments will mail your T3 or Relevé 16 tax receipts to you by March 28, 2024.
• If you are an InvestorOnline client and opted to access your tax receipt online, you will not receive a tax receipt by mail.

3. I have more than one CI account. Why did I only receive one mailing?

In an effort to minimize the number of mailings to our investors, CI encloses multiple statements in one envelope. However, there are some circumstances that will result in more than one statement mailing:

• If you are receiving a PIM, CI Private Wealth, Portfolio Select Series, or G5|20 statement, it will be mailed separately from the mutual fund statements.
• A statement issued on an In Trust For account or a Joint account will be mailed separately from any account statements registered solely in your name.
• Segregated fund statements will be mailed separately from mutual fund statements.