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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
- 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
- Asset Allocation Update - January 25, 2021
- Asset Allocation Update - September 22, 2021
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
Prime Rates
Resources
Investment Loans
Key Information
Prime Rates
Marketing Materials
- B2B Bank EASE (Electronic Application Submission Entry)
- Investment Loan Application
- Letter of Direction
TFSA Loans
Key Information
Resources
Empire Life Investments Inc. is not affiliated with B2B Bank. B2B Bank is solely responsible for any loan approval and borrowed monies are due and payable regardless of the performance of the investments purchased. Any prospective borrower should satisfy themselves of the risks associated with borrowing money to fund an RSP contribution and whether it is appropriate in their individual circumstances.
Regulatory Documents
- Empire Life Investments Annual Information Form
- Empire Life Investments Prospectus
- NI 24-101 Trade Matching Statement
- Interim Financial Statements
- Annual Financial Statements
- 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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