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Marketing Materials
Brochures and sales tools for mutual funds, Emblem Portfolios, Series T and Loyalty Program. Learn more
Mutual Funds
Series T
Emblem Portfolios
- Emblem Portfolios video - Client use
- Emblem Portfolios – Advisor Use
- Emblem Portfolios – Client Use
- Investor Profile Questionnaire
- Emblem Prospecting Letter
- Empire Life Emblem Portfolios Oversight Process
- Asset Allocation Update – March 7, 2013
- Asset Allocation Update – May 28, 2013
- Asset Allocation Update – September 9, 2013
- Asset Allocation Update – October 25, 2013
- Asset Allocation Update - March 11, 2014
- Asset Allocation Update - April 11, 2014
- Asset Allocation Update - June 2, 2014
- Asset Allocation Update - September 15, 2014
- Asset Allocation Update - October 6, 2014
- Asset Allocation Update - January 15, 2015
- Asset Allocation Update - March 5, 2015
- Asset Allocation Update - April 8, 2015
- Asset Allocation Update - June 12, 2015
- Asset Allocation Update - July 8, 2015
- Asset Allocation Update - January 14, 2016
- Asset Allocation Update - April 28, 2016
- Asset Allocation Update - July 12, 2016
- Asset Allocation Update - November 16, 2016
- Asset Allocation Update - January 19, 2017
- Asset Allocation Update - April 18, 2017
- Asset Allocation Update - July 24, 2017
- Asset Allocation Update - March 1, 2018
- Asset Allocation Update - August 24, 2018
- Asset Allocation Update - November 9, 2018
- Asset Allocation Update - April 26, 2019
- Asset Allocation Update - July 22, 2019
- Asset Allocation Update - October 25, 2019
- Asset Allocation Update - February 26, 2020
Other Materials
Applications and Forms
Open and Registered Multi-Account Application Form and TFSA Application Form. Learn more
- Open and Registered Multi-Account Application Form
- Tax-Free Savings Account Application Form
- Transfer Authorization For Registered Investments
- Mutual Funds Investment Change Form
- Request for Redemption of Account
- Acceptance Of Liability For Locked-In Pension Funds
- International Tax (FATCA/CRS) Self Certification form
Loans
Find out more about our RRSP loans and Investment loans. Learn more
RRSP Loans
Key Information
- Lender: B2B Bank
- Blended (interest and principal) payment options
- Starting from $2,500
- Fixed or variable rate loans
- Online application submission 24/7
- Loans are repayable at any time without penalty
Prime Rates
- B2B Bank: 3.95%
Marketing Materials
B2B Bank Materials
Investment Loans
Key Information
- Lender: B2B Bank
- Blended (interest and principal) and interest only payment options
- Starting from $10,000
Prime Rates
- B2B Bank: 3.95%
Marketing Materials
B2B Bank Materials
- B2B Bank Loan Overview
- Investment Loan Program Product Brochure
- Application Process for Empire Life
- Investment Loan Application
- Letter of Direction
TFSA Loans
Marketing Materials
B2B Banking Materials
Regulatory Documents
- Empire Life Investments Annual Information Form
- Empire Life Investments Prospectus
- NI 24-101 Trade Matching Statement
- Interim Financial Statements
- Annual Financial Statements
- 2018 IRC Annual Report to Unitholders
Fund Facts
| Fund | Series A | Series T6 | Series T8 | Series I | Series F |
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| Empire Life Dividend Growth Mutual Fund | 
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| Empire Life Monthly Income Mutual Fund |
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| Empire Life Emblem Diversified Income Portfolio |
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| Empire Life Emblem Conservative Portfolio |
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| Empire Life Emblem Balanced Portfolio |
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| Empire Life Emblem Moderate Growth Portfolio |
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| Empire Life Emblem Growth Portfolio |
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| Empire Life Emblem Aggressive Growth Portfolio |
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Other Fund Reports
| Fund | Quarterly Portfolio Disclosures | Interim Management Report of Fund Performance | Annual Management Report of Fund Performance | Proxy Voting Records |
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| Empire Life Dividend Growth Mutual Fund |
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| Empire Life Monthly Income Mutual Fund |
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| Empire Life Emblem Diversified Income Portfolio | |
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| Empire Life Emblem Conservative Portfolio |
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| Empire Life Emblem Balanced Portfolio |
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| Empire Life Emblem Moderate Growth Portfolio |
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| Empire Life Emblem Growth Portfolio |
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| Empire Life Emblem Aggressive Growth Portfolio |
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