Changes to SSQ Insurance fund offering

Opening of five new SSQ GIFs

We are pleased to announce that five new SSQ GIFs will be available to investors as of June 17, 2019.

1. SSQ Fisher Global Small Cap Equity GIF

2. SSQ Conservative Smart Beta Plus Portfolio GIF

3. SSQ Balanced Smart Beta Plus Portfolio GIF

4. SSQ Growth Smart Beta Plus Portfolio GIF

5. SSQ Aggressive Smart Beta Plus Portfolio GIF

All details about the new funds will follow in the coming weeks. Stay tuned!

Fund closures and transfer of assets

The five SSQ GIFs below will be closed on June 14, 2019, and their assets will be transferred to the funds indicated in the table.

SSQ GIF Closures	Code (last 3 digits)	Destination SSQ GIF	Code (last 3 digits)
SSQ Lazard Global Small Cap Equity GIF	125	SSQ Fisher Global Small Cap Equity GIF	174
SSQ BlackRock Conservative Fundamental Portfolio GIF*	112	SSQ Conservative Smart Beta Plus Portfolio GIF	175
SSQ BlackRock Balanced Fundamental Portfolio GIF*	113	SSQ Balanced Smart Beta Plus Portfolio GIF	176
SSQ BlackRock Growth Fundamental Portfolio GIF*	114	SSQ Growth Smart Beta Plus Portfolio GIF	177
SSQ BlackRock Aggressive Fundamental Portfolio GIF*	115	SSQ Aggressive Smart Beta Plus Portfolio GIF	178

*Fundamental change

The closing of the four BlackRock Fundamental portfolios is a fundamental change. An investor holding units of funds in this family may withdraw all or part of their units, depending on the market value. No fees, including the deferred sales charge, will be charged.

A notice will be mailed to all investors affected by these closures in the week of April 8, 2019. Notices will be available for consultation on our secure advisor website in the Documentation section.

To consult the list of clients who invested in the funds about to be closed, please use the tool available on our secure website. After you've logged in, click "Managing your clients" in the left-hand menu and generate client lists depending on your choice of criteria.

For more information about these changes, click here.

Changes to SSQ Insurance fund offering – June 2019