Financial & Other Documents

The following are important documents for Knowledge First Financial and the education savings plans we offer. Historical financial reports and Management Reports of Fund Performance are available on sedar.com.

 
  • Relationship Disclosure

    This document summarizes key information that investors should know about their relationship with Knowledge First Financial Inc.

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  • Knowledge First Foundation Code of Conduct

    Our Code of Conduct provides various rules and guidelines for ethical behaviour. It is based on our values and reinforces our commitment to customer service, our support for a safe and healthy workplace, and our sensitivity to the environment.

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  • Annual Report of the Independent Review Committee 2017

    In accordance with securities regulation National Instrument 81-107, Knowledge First Financial established the Independent Review Committee. The IRC is responsible to consider and provide recommendations on conflict of interest matters and publishes an annual report to Planholders.

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