Investment Lending Services

Approved 3rd Party Mutual Funds

The following funds are approved for TD Canada Trust Investment Lending Services 1-for-1 No Margin Call Demand Loans, 3-for-1 No Margin Call Demand Loans, 2-for-1 Margined Demand Loans¹. The funds must be in Canadian dollars and trade daily. TD Canada Trust reserves the right to exclude any fund.

Loans for approved 3rd Party Mutual Funds can only be arranged through Mutual Fund Dealerships who have an agreement in place authorizing TD Canada Trust Investment Services to act as its intermediary. If your Dealership does not have such an agreement in place please see our loan products for Segregated Funds and TD Mutual Funds. To confirm that TD Canada Trust is authorized to act as your Dealership's intermediary please contact us.

• Acuity Funds (No Pooled Funds)
• AEGON Fund Management Inc. (AFM funds only)
• AGF Funds
• AIC Group of Funds
• Invesco Trimark
• BMO Guardian Funds (GGF funds only)
• Capital International Asset Management
• CI Mutual Funds
• CIBC Asset Management (TAL funds only)
• Dynamic Mutual Funds
• Fidelity Investments Canada Ltd
• Franklin Templeton Funds
• Hartford Investments Canada Corp.
• I.A. Clarington Investments
• MacKenzie Financial Corp
• Manulife Financial (EPL funds only)
• Meritage Portfolios
• Northwest Funds
• RBC Asset Management (PHN funds only)
• Standard Life Mutual Funds
• TD Asset Management Inc.

For advisor use only.

¹ Loans are repayable on demand. Loans may be demanded even if there is no default under the Loan Agreement and even if all margin requirements have been met.