CRIS comes in two versions: Investor & Distributor, for the offer to fully meet all needs and expectations.
You can use CRIS to simulate an investment to meet, in turn, a given objective:
- prepare your retirement;
- finance a project; or
- invest your savings.
CRIS helps distributors/advisers offer clients the most relevant investment funds and solutions, save time, gain in efficiency and make the client experience more engaging.
NB.
The simulations generated by this tool never constitutes neither an offer to buy or to sell financial instruments nor investment advice. Nor shall it act as confirmation of a transaction.
CRIS is an educational tool designed to help you better understand the potential behaviours of a portfolio across different market environments. CRIS is not an investment adviser.
The simulations are based on the foreseeable returns and volatility of the proposed portfolios. They do not take into account management fees, possible discretionary portfolio management fees or load fees for investing in these funds.
Simulations do not constitute reliable indicators of future performance. Indicated returns are not guaranteed.
Before investing, you should always contact a professional.
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Article 29