Investing
The investment options available through the First Quest Investment Service are selected by a Investment
Committee using a disciplined research process. This process identifies quality investment options based
on investment research conducted by research providers. Your financial adviser will provide you with the
Investment List current at the time of application.
Switching
The flexibility to switch investment options provides you and your financial
adviser with the ability to change investments to meet your ongoing financial
needs. Within the First Quest Investment Service you may switch all or
part of your investments, at any time and at no charge, should you wish
to change the focus of your investment strategy. You may vary your overall
investment strategy by disposing of investment options held or by selecting
other investment options.
Click the investment option name to obtain an up-to-date copy of the underlying disclosure document
Denotes an investment option that is closed.
Denotes an investment option with restrictive application and redemption requirements.