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How to Buy

ToolboxMawer Mutual Funds Self-Serve Toolbox

If you are interested in purchasing our Funds directly from Mawer, please download the following PDF files:

  1. Introductory Letter
  2. Simplified Prospectus
  3. Audited Financial Statements
  4. Mutual Funds Snapshot
  5. Fund Profile Sheets
  6. Investment Application Form
  7. Relationship Information Disclosure
  8. Other Fund Document Forms (if required)

Please print and complete the Investment Application Form and the Relationship Information Disclosure. An Investment Application is required for each type of account (i.e. taxable, RRSP, etc.) that you wish to open. Please ensure you have signed all of the applicable areas. Signatures or information missing from the application form will result in a delay in opening your account and processing your initial purchase(s).

In order to ensure that all of  the required documents are filled out properly, we request that you contact us prior to submitting your application:

Mawer Mutual Fund Services
Phone: +1 403 774 4179
Toll free: +1 888 549 6248
Email: Mawer Mutual Funds

Mail the signed account document(s) and transfer forms to:

Mawer Investment Management Ltd.
Attn: Mutual Fund Services
600, 517 - 10th Avenue S.W.,
Calgary, Alberta  T2R 0A8

Cheques should be made payable to Mawer Mutual Funds.