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You should always be aware of your personal contribution and withdrawal limits before making a withdrawal from registered accounts. The Longevity Pension Fund is an investment product, not a financial advisor, and will not alert you if you make a withdrawal or contribution that violates a tax limitation. Speak to your advisor or a tax professional if you require further assistance.
This statement should not be interpreted as investment advice nor a recommendation, as it does not consider suitability for the specific and unique circumstances of any investor. Always consult your advisor to consider your individual needs before investing.
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.
No solicitations or promotions This document 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, tax or professional advice\ \ The information provided in this document is intended for general informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Nothing in this document should be construed as a recommendation to acquire or dispose of any investment or security, or to engage in any investment strategy or transaction, or the tax implications of any potential 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, and the tax implications associated with any potential transaction. You should consult directly with a professional or your other advisors on your specific situation before acting on any information on this website. Not official disclosure, contents are subject to change The information in this document does not constitute the official version of the Purpose’s disclosure documents and may not always be the most current. This document 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 in this document are believed to be accurate at the time they are posted. However, this document could include inaccuracies, typographical errors, or out—of—date information. Changes may be made at any time to the information on this document without notice. Please consult us for complete and up—to—date information on products and services. Forward-looking statements are not guaranteed Certain statements in this document 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.