Material Order Form


To request materials on Excel Funds, please fill out the following material order form. To order additional advisor-only materials, please log-in. Click here if you are an advisor.

Please enter how many copies of each material you need:

*For hard copies, please call the office toll–free at 1.855.392.3530

Item Name   Qty  Download
Simplified Prospectus       Download EnglishEng  Download FrenchFre
Fund Profiles      
   Excel Blue Chip Emerging Markets Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Markets Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Markets Capital Income Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Markets High Income Fund       Download EnglishEng  Download FrenchFre
   Excel BRIC Fund       Download EnglishEng  Download FrenchFre
   Excel China Fund       Download EnglishEng  Download FrenchFre
   Excel India Fund       Download EnglishEng  Download FrenchFre
   Excel Latin America Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Europe Fund       Download EnglishEng  Download FrenchFre
   Excel Chindia Fund       Download EnglishEng  Download FrenchFre
   Excel Income and Growth Fund       Download EnglishEng  Download FrenchFre
* Annual Information Form       Download EnglishEng  Download FrenchFre
* Annual Report      
   Excel BRIC Fund       Download EnglishEng  Download FrenchFre
   Excel China Fund       Download EnglishEng  Download FrenchFre
   Excel India Fund       Download EnglishEng  Download FrenchFre
   Excel Latin America Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Europe Fund       Download EnglishEng  Download FrenchFre
   Excel Chindia Fund       Download EnglishEng  Download FrenchFre
   Excel Income and Growth Fund       Download EnglishEng  Download FrenchFre
   Excel Money Market Fund       Download EnglishEng  Download FrenchFre
* Semi-Annual Report      
   Excel BRIC Fund       Download EnglishEng  Download FrenchFre
   Excel China Fund       Download EnglishEng  Download FrenchFre
   Excel India Fund       Download EnglishEng  Download FrenchFre
   Excel Latin America Fund       Download EnglishEng  Download FrenchFre
   Excel Emerging Europe Fund       Download EnglishEng  Download FrenchFre
   Excel Chindia Fund       Download EnglishEng  Download FrenchFre
   Excel Income and Growth Fund       Download EnglishEng  Download FrenchFre
   Excel Money Market Fund       Download EnglishEng  Download FrenchFre
Fund Codes, Forms, Applications      
   Quick Reference – Fund Codes       Download EnglishEng  Download FrenchFre
   Tax-Free Savings Account Application       Download EnglishEng  Download FrenchFre
   Investment application       Download EnglishEng  Download FrenchFre
   Transfer Form (T2033)       Download EnglishEng  Download FrenchFre

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