Download A Guide to Your Statement

STATEMENT GUIDES

	New Statement!

Starting August 2009 your Credential Asset Management Inc. statement has a new look and is easier to understand. Find answers to your most common questions like How much money have I made? and What activity has happened in my account?

Download this guide if on page 1 of your statement, in the ‘Plans included in your portfolio’ area, listings start with Credential

CAM Credential Plans New Statement Guide

Download this guide if on page 1 of your statement, in the ‘Plans included in your portfolio’ area, listings start with Fund Company

	Learn how we calculate rates of return

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	Why you get a statement from us

You receive an investment statement from Credential Asset Management Inc. or Credential Securities Inc. because you invested at the Credential office located in your credit union or planning firm.

We’re the wealth management arm of the Canadian credit union system. We were founded by Canada’s credit unions, and are owned by them too, in partnership with The CUMIS Group Ltd.

Although your Credential Asset Management Mutual Funds Investment Specialist or Credential Securities Investment Advisor is hired by and an employee of your credit union or planning firm, they’re registered through Credential to sell mutual funds and other investments to you.

Talk to your Credential investment professional, whose contact information appears on page one of your statement, whenever you have questions about your investment statement.