AdvisorAccess

Terms of access

Access to and use of the web-based account inquiry service ("AccountAccess") for Mackenzie Investments constitutes your acceptance of and compliance with the Conditions of Use set out herein. Please take the time to review these conditions. If you do not accept them, please discontinue use of AccountAccess. Mackenzie Investments may change the Conditions of Use at any time without notice by updating this posting. You agree to review the Conditions of Use regularly and your continued access or use of AccountAccess will mean that you agree to any changes.

Web-based account inquiry services

Mackenzie Investments provides AccountAccess to give you online access to your client's account balances, investment holdings, transactions and tax information. It also gives you "view-only" access to your account statements previously mailed to you.

Disclaimer

AccountAccess is presented on an "as is" basis only; internet software or transmission problems may produce inaccurate or incomplete copies of information and materials that may be accessed and displayed on your computer.

Mackenzie Investments does not warrant that AccountAccess will be free from error or interruption. Mackenzie Investments is not responsible for any damage of any nature, whether direct, indirect, special, incidental or consequential, in reliance on the information available on AccountAccess, including, without limitation, any loss of use, loss of profit, loss of data, business interruption or any other loss or damage, whatever the form of action, and whether or not Mackenzie Investments has been negligent.

This service is not intended to provide legal, accounting or tax advice and should not be relied upon in that regard.

Mackenzie Investments is not responsible for unauthorized use or reproduction of any information contained in AccountAccess.

Links in AccountAccess to other sites or references to products, services or publications other than those of Mackenzie Investments or their affiliates should not be construed as an endorsement or approval of such sites, products, services or publications by Mackenzie Investments or their affiliates.

"Mackenzie Investments" or "Mackenzie Group of Companies" includes Mackenzie Financial Corporation. Mackenzie Investments is affiliated with Investors Group Inc. and The Great-West Life Assurance Company.

Security

You are solely responsible for maintaining the security of your User ID and password and ensuring that you are the only person using the User ID and password. You agree not to disclose your User ID and password to any other person including any employees of Mackenzie Investments. Mackenzie Investments is not responsible for the unauthorized use of AccountAccess by any other person with your User ID or password and Mackenzie Investments are under no obligation to confirm the actual identity or authority of anyone using your User ID or password.

You agree to notify Mackenzie Investments immediately upon becoming aware of any known or suspected unauthorized use of your User ID or password to gain access to AccountAccess, or any breach in security involving your User ID or password.

Confidentiality

AccountAccess is a secure service and communications within AccountAccess are encrypted. For more information, please see "How does Mackenzie Investments ensure security of my personal information?". AccountAccess is not a secure medium for email communications because the email is not encrypted. Any confidential, proprietary or sensitive information which you transmit by means of AccountAccess through email may be read and forwarded or copied by unauthorized persons.

Privacy protection and consent to use personal information

Mackenzie Investments is committed to protecting the privacy of all client personal information that we collect and maintain in the course of carrying on our business whether over the internet or in more traditional ways. We have a Privacy Protection Notice to inform you of the ways we collect, hold, use and disclose personal information. For more information regarding Mackenzie Investments' Privacy Protection Notice, please see "Privacy Protection Notice". When you register to use AccountAccess, you provide us with additional personal information and your access to and use of AccountAccess constitutes your consent to such information being collected, held, used and disclosed by Mackenzie Investments in the ways and for the purpose identified here. When you register to use AccountAccess, you provide us with your:

1. User ID and password;
2. email address;
3. personal information which you choose to provide, for example, your mother's maiden name ("Personal Registration Information").

Mackenzie Investments collects this information, holds it in your client record, uses it and, where necessary, discloses it for the following purposes:

1. To verify your identity as an AccountAccess user;
2. to record statistical information on your visit to AccountAccess on an anonymous basis and use this information to improve AccountAccess; and
3. to restore your access to AccountAccess in the event that you have forgotten your User ID or password.

Mackenzie Investments may collect your information for the purposes identified in this notice from third parties such as your financial advisor/dealer, other companies in the Mackenzie Group of Companies and third parties who represent that they have the right to disclose the information. Mackenzie Investments may disclose your information for the purposes identified in this notice to your financial advisor/dealer, other companies in the Mackenzie Group of Companies but will not sell the information to anyone outside the Mackenzie Group of Companies nor will we use your email address to send you additional product information. The privacy protection notice applies specifically to AccountAccess. Questions regarding this statement should be directed to service@mackenzieinvestments.com.

Cookies

A cookie is a small file containing certain pieces of information that AccountAccess creates when you use it. There are two common types of cookies, "session cookies" and "persistent cookies". A "session cookie" stores information only for the length of time that you are connected to AccountAccess and is not written onto your hard drive. A "persistent cookie" is written onto your hard drive and remains there until its expiry date. AccountAccess uses session cookies to identify your current session to the web server, and ensure that at all times during your session we are dealing with you. AccountAccess uses persistent cookies to store information that you are aware of, for example, if you choose the option on our log-in screen to remember your User ID, your computer will remember it automatically and input your User ID each time you access the Site.

Last updated: October 1, 2014

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.