Legal

Disclaimer for all funds and related securities

This site provides information on the Longevity Pension Fund, offered by Purpose Investments Inc.

®Registered trademark of Longevity Funds International Inc.; used under license. Patent pending.

Commissions, trailing commissions, management fees and expenses all may be associated with the Fund. Investments in the Fund are not guaranteed, and the Fund’s value may change frequently. Past performance may not be repeated. Income and distribution levels are not guaranteed, and as its Manager, Purpose may increase or decrease distributions from time to time. Always review the prospectus before investing. The Fund has a unique mutual fund structure. Most mutual funds redeem at their associated Net Asset Value (NAV). In contrast, redemptions in the decumulation class of the Fund (whether voluntary or at death) will occur at the lesser of NAV or the initial investment amount less any distributions received.

No solicitations or promotions

No solicitations. This advertisement is not investment advice, nor is it tailored to the needs or circumstances of any investor.  Talk to your investment advisor to determine if the Longevity Pension Fund is right for you and always read the prospectus before investing.

Nothing on this website shall be considered a solicitation to buy or an offer to sell, or a recommendation for, a security, or any other product or service, to any person in any jurisdiction where such solicitation, offer, recommendation, purchase or sale would be unlawful under the laws of that jurisdiction. At this time, the Longevity Fund is available to Canadian investors only.

No investment or professional advice

The information on this website is general only. The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice and nothing on the website should be construed as a recommendation, by us or any of our sub-advisors, to acquire or dispose of any investment or security, or to engage in any investment strategy or transaction. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances. Unless otherwise specified, you alone are solely responsible for determining whether any investment, security or strategy or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should consult directly with a professional or your other advisors on your specific situation before acting on any information on this website.

Forward-looking statements are not guaranteed

Certain statements on this site may be forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend on or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” intend,” “plan,” “believe,” “estimate” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained in this document are based upon what Purpose believes to be reasonable assumptions, Purpose cannot assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on the FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

Not official disclosure

The information on this website does not constitute the official version of the Purpose’s disclosure documents and may not always be the most current. This website and access to it is provided strictly on an "as is, where is" and "as available" basis, without any warranties of any kind, express, implied, statutory or collateral, including implied warranties of merchantable quality or fitness for a particular purpose. Facts and information provided on this website are believed to be accurate at the time they are posted. However, this website could include inaccuracies, typographical errors, or out—of—date information. Changes may be made at any time to the information on this website without prior notice. Please consult us for complete and up—to—date information on products and services.

For more information

For more information on any of our funds, please contact either your investment advisor or our Client Service desk at 1-888-273-8471 and we will be pleased to provide your advisor with a prospectus or offering memorandum, as applicable, which contains important information about a Fund’s investment objectives and strategies, management fees and expenses, risk factors and other considerations. Please read the prospectus or offering memorandum and any related offering documentation carefully before you invest.