Advantages of Tradex

	Tradex is 100% investor owned Tradex is 100% investor owned. We operate on an at-cost basis with any revenue in excess of operating requirements going back into the Tradex funds. Tradex is unique in Canada in this respect. In addition, since we are investor owned, we are very conscious of keeping costs low (especially advertising costs) to ensure that investors get full value for their money. Indeed, most new Tradex members learn about us through word-of-mouth.
	Strong corporate governance Tradex is dedicated to following best practices in corporate governance. We are governed by a 10 member Board of Directors - 9 of whom, including the Chair, serve in the spirit of volunteerism and are completely independent of management. These nine individuals are all current or retired senior public sector or quasi-public sector professionals. The Board meets at least seven times per year and the Directors also receive an extensive monthly briefing package.
	A complete choice of mutual fund products In addition to the proprietary Tradex Funds that are available across Canada, Ontario, Quebec and British Columbia residents can invest in hundreds of other mutual funds through Tradex. Among the leading mutual fund families that can be purchased through Tradex are AGF, Royal Bank, Ethical, CI, Fidelity, Mackenzie, Phillips Hager & North, Saxon, Templeton, and TD (to name just a few).
	No loads, no fees and no commissions Tradex saves you money! At Tradex, we charge no account set-up fees, no redemption fees, no RRSP fees, no transfer fees, and no commissions or deferred sales charges on purchases of regular mutual funds.  In addition to saving you money, with Tradex you have greater flexibility when you want to move your money from one mutual fund to another or sell your units since there are no deferred sales charges (back end loads) or other fees.
	Low Management Expense Ratios Since Tradex operates on an at cost basis, the Management Expense Ratio (MER) on the Tradex Funds is among the lowest in the mutual fund industry. For example, the MER on Tradex Equity Fund Limited is 1.28% which is approximately half of the industry median of 2.41% (source Morningstar).
	Salaried, professional staff Our staff members are not on commission --- they are all salaried employees. They are experienced and knowledgeable investment specialists, with over 80 years of combined service in the financial industry. Their goal is to provide you with the best, professional client service available based only on your needs. Our mandate is to operate on a not-for-profit basis, with the benefits going to our investors.
	Sound advice We’ll provide you with unbiased, sound advice free of charge. This includes financial forecasts and financial planning (click here to download a copy of our booklet, “Pension Planning Plus for the Federal Public Service”). Based on your investment objectives we’ll help you select from among the best mutual funds available in Canada, usually recommending investing in a number of different funds to diversify your portfolio, including one or more of the Tradex Funds.
	Leading Professional Suppliers Tradex's practice is to hire leading firms to provide us with professional services. The three portfolio managers that oversee the management of the Tradex family of Funds are Phillips Hager & North (part of the Royal Bank of Canada group), TD Asset Management and City of London Investment Management. In additional, PricewaterhouseCoopers is our auditor; Borden Ladner Gervais is our legal counsel; CIBC Mellon Trust Company is our custodian and Citigroup our Registrar.
	Outstanding client service All investor contact is with our head office management team, so questions are answered promptly and accurately. Also, all investors are invited to our annual meeting in Ottawa, providing an opportunity to hear, and ask questions to, the Tradex portfolio managers and Tradex management. Each year over 125 investors attend this meeting.
	There’s no cost to you when transferring your account to Tradex If you currently own mutual funds purchased elsewhere (at a bank, broker, discount broker or mutual fund dealer) you can transfer them into an account at Tradex at no cost. From there, also at no cost, we’ll help you manage these funds with unbiased advice. If you currently hold funds with deferred sales charges (back end loads), we’ll help you minimize or eliminate the cost of switching to other funds that better achieve your goals. We know the rules, and have helped many investors in this area. For more details click here.

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