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Wellington Square | Jeff Sujitno's call rescheduled and new webinar format

May 26, 2020 4:35:26 PM / by iA Clarington

IMPORTANT | The call with Jeff Sujitno that was going to take place this Thursday has been rescheduled and the format has changed.  

This will now be two pre-recorded webinars, one for the Floating Rate Income Fund, the other for the Core Plus Bond Fund. 

We expect these webcasts to be completed and ready for distribution by the end of next week. Stay tuned!

 


 

Earlier in May, iA Clarington announced that Jeff Sujitno and his team left iA Clarington to establish their own investment management firm, Wellington Square.

The three members of Jeff’s current team joining him at Wellington Square are Amar Dhanoya, Andrew Khazzam, and Tracy Zhao.

 

On iA Financial Group’s side, Wellington Square is being appointed as portfolio manager for the following segregated funds:

  • Floating Rate Income Fund
  • Core Plus Bond Fund
The effective date of funds’ name change will be early July 2020. Note that this change does not result in any taxable capital gains or changes to the MER, the investment objective and the risk profile of the funds. Clients will be informed in their December 31, 2020 semi-annual statement.

 

Your iA Clarington sales team

Topics: Investments

Written by iA Clarington