- More than 143,000 future scholarship recipients;
- $281 million paid as of December 31, 2008, in scholarships and savings refunds;
- Close to $500,000,000 of assets under management;
- A fund of more than $160,000,000 for future scholarships.
Unique Advantages
> Superior Return :
- The only scholarship foundation in Canada to offer you group plans which allow you to benefit from canadian stocks ... (Next...).
We are the only foundation in Canada to offer you group plans which allow you to benefit from the possibility to
invest part of our scholarship Fund in canadian stocks.
- The highest scholarships on the market (Next...).
In order to continue to pay children the highest scholarships on the group RESP market,
the managers of Universitas Trust Funds have called upon the services of
reputed investment managers,
Addenda Capital Inc., Jarislowsky Fraser Ltd and Montrusco Bolton Investments Inc.
Note: Fees are mainly composed of the administration fees charged by the subsidiary
Universitas Management Inc., the fees of the Investment Managers and the fees of the Trustee. In addition, these
returns do not take into account a significant advantage which collective plans offer by redistributing income
among the cohorts (attrition).
- A redistribution to future students of all surpluses earned (attrition of collective plans)
> Security :
- More than 45 years of experience and leadership in the field of RESPs;
- The refund of your capital (your savings) is guaranteed **
- Scholarships are paid in three instalments to help the child throughout his or her studies *
- Your membership fees are refunded to you at the maturity date *
- The certification of the financial processes of group plans (Next...).
With the goal of increasing your protection, Universitas Trust Funds decided to obtain a certificate from an independent external actuary each year in order to certify that the following three processes are proper and fair :
- The calculation of the tables of deposits
- The distribution of the net annual income of Universitas Foundation by cohort and by plan
- The calculation of the levels of scholarships to be paid in the next year
Universitas Trust Funds is the only group RESP organisation which offers you an Actuarial Certificate.
> Flexibility :
- The choice between three distinct plans, according to your requirements: UNIVERSITAS, REFLEXTD and
INDIVIDUAL.
Don’t wait any longer. Offer them a promising future now!
* Certain conditions apply. Consult our prospectus
** Invested mainly in Treasury Bills and Government Bonds.
