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Commission schedule update

Commission schedule update
We’re pleased to share that we’ve released a new and improved Commission Schedule (Schedule “A”), effective October 27, 2025.  

What’ s new
  • The Commission Schedule (Schedule “A”) now includes all commission details, including FundSERV commissions.
  • The “FundSERV – Producer Commission Schedule (Schedule B)” document has been discontinued.
  • The schedule has been redesigned to offer greater clarity through plain language and improved structure.

What hasn’t changed
  • There are no changes to any commission rates or provisions.
If you have any questions, feel free to reach out to your appropriate Director of Investment Sales or Insurance Sales.