Effective January 1, 2023, all administrative and account fees have been eliminated. In their place, there will now be an all-in Client Fee of $75 per client, corporation or trust, regardless of how many accounts you have. The Client Fee covers CI Assante’s regulatory costs: the costs of compliance, maintenance, and reporting on your accounts. This fee brings CI Assante in line with the way that fees are charged on most bank accounts.
A copy of this new fee schedule can be downloaded here: 2023 CI Assante Client Fee Schedule
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