What happens to my Fonds shares or my FlexiFonds mutual funds upon my death?

In case of death, the succession would inherit the amounts accumulated in your account.

The appointed liquidator can download the required documentation by clicking on the links below. The documents can also be obtained by regular mail by contacting a Saving Services agent or a FlexiFonds mutual fund advisor. For any questions concerning income tax upon a death, we invite the liquidator to contact a tax expert.

For Fonds savers
Guide for a share redemption request in the event of a death

FlexiFonds unit holders
Succession – Guide to processing your request

- For savers who also hold FlexiFonds units, please download and complete the two guides above. -

For any questions
Fonds savers – 1-800-567-3663
FlexiFonds unit holders – 1-833-383-2121

Requirements:

The person to whom the Fonds shares or FlexiFonds mutual fund units were assigned by succession must submit a written request for redemption using the form found in the abovementioned guides.

Documents required:

Death record or certificate issued by the Directeur de l'état civil;

AND

request for a testamentary search in the registers of the Chambre des notaires and the Barreau du Québec;

AND

marriage contract; separation order; divorce order or certificate if applicable (in this case, provide the original document(s) or authentic copy(ies) certified by a notary);

AND

notarial will, including all related changes (codicils) (in this case, provide the original document or an authentic copy certified by a notary);

OR

a non-notarial will (in this case, provide the original grant of probate or an authentic copy of the will probated by a notary as well as the number of the notarial minutes).

Return address
All requests must be returned by mail to the following address:

Fonds de solidarité - DSA
545 Crémazie Blvd., Suite 200
Montréal, Québec H2M 2W4

Do you have more questions?

Our agents will be pleased to answer any questions you may have at:

1-800-567-3663
Legal Notes
Please read the prospectus before buying Fonds de solidarité FTQ shares. Copies of the prospectus may be obtained on the Website fondsftq.com, from a local representative or at the offices of the Fonds de solidarité FTQ. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account income taxes payable by any security holder that would have reduced returns. The shares of the Fonds de solidarité FTQ are not guaranteed, their value changes and past performance may not be repeated.
Prospectus_EN ( 682 Kb )