The Mutual Fund Exchange was founded with one objective in mind. to provide the intelligent Canadian investor with the broadest selection of brand name load mutual funds, on a no-load basis, and to minimize other mutual fund portfolio administration costs that eat away at your hard earned-money.

ABOUT THE MUTUAL FUND EXCHANGE

A division of mutual fund dealer Tripel Investments, which is a member of the Investment Funds Institute of Canada, The Mutual Funds Exchange is one of Canada’s fastest growing and most innovative mutual fund distributors.

Thousands of smart Canadians seeking to maximize returns while minimizing the costs of administering their portfolios now count themselves as members of The Mutual Fund Exchange.

COMMISSION SAVINGS

Historically, the sale of mutual funds was dominated by stock brokers and financial planners offering well known mutual funds on a load basis.A load, or commission, is typically payable either upon making a mutual fund investment, or upon early redemption, and may range from 1% to 5% of the value of the investment.

For example, a $10,000 mutual fund investment purchased through a broker or planner at a 5% front end load would cost you $500 in commissions alone, thereby significantly reducing the overall return on the investment, particularly when factoring in the compounded potential growth of the commission paid over time.Recognizing that many investors want access to these brand name load funds, but are tired of seeing their hard-earned money and overall investment returns eaten away by significant and often unnecessary commissions, The Mutual Fund Exchange was born.

OTHER FEE SAVINGS

To offer even greater value to the investor, The Mutual Fund Exchange also decided to waive any account set-up fees typically charged by brokers, planners and other no-load distributors. The result is the absolute lowest cost on new purchases of mutual funds.

THE WIDEST SELECTION OF FUNDS

No-load doesn’t mean no choice. Browse through the Mutual Funds Library and choose from our broad range of brand name funds including Mackenzie, Trimark, Templeton and AIC just to name a few. With over 500 funds to choose from, you are certain to find those that suit your investment objectives, while being assured that you will pay no commissions to acquire them.

QUARTERLY STATEMENTS

Each quarter, in addition to receiving statements sent directly by the companies whose mutual funds you own, The Mutual Fund Exchange will send you consolidated statements to keep you informed of the progress of your investments.

OFFICE LOCATION

The Mutual Fund Exchange

7 — 7581 Jane Street

Concord, Ontario L4K 1X3

TELEPHONE

In the Toronto area: (905) 738-7155

Toll Free: 1 800 493-FUND