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.
How we identify and address conflicts of interest in your best interest. Due to regulatory changes effective on June 30, 2021, we are required to provide you with detailed explanations of the real or potential material conflicts of interest that may arise in your dealings with us.
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.
Annual Report of the Independent Review Committee 2020
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.