Doing Business With Quadrant

Quadrant provides full discretionary portfolio management services implemented on each client's behalf within the portfolio set out in their Investment Policy Statement (IPS).

Investment Management Services

To engage Quadrant, a client would sign an Investment Counsel Agreement, open a custodial account at Fidelity Clearing Canada and sign appropriate forms for the transfer of funds. Each client would participate in a comprehensive Investment Policy Questionnaire and will be required to provide copies of recent financial and tax information. An  IPS is prepared for each client and systematically reviewed.

Fees and Other Charges

FROM
TO
FEE
$0
$1,000,000
1.95%
$1,000,001
$3,000,000
1.55%
$3,000,001
$5,000,000
1.30%
$5,000,001
$7,000,000
1.00%
$7,000,001
$10,000,000
0.75%
In excess of $10,000,000
Discussed based upon services

Custody is included in the management fees; there are costs associated with the Underlying Pools and ETFs.