Know Your Fidelity Product

Fidelity’s KYP resources

As your trusted partner, Fidelity is here to support you in fulfilling the know-your-product (KYP) obligations related to client-focused reforms. We understand that today, more than ever, it’s important that you have all the information you need at the ready and accessible in one place.

As the starting point for KYP-related information on Fidelity products, the links below offer information to assist you. Over time, and as your needs and dealer requirements evolve, we’ll continue to refine the tools and information available to you here.

In the meantime, if you can’t find what you’re looking for, please contact your Fidelity sales team.

2022 outlook: Navigating Canada’s regulatory landscape

An update on Canada’s regulatory landscape, including changes as they relate to client-focused reforms

Find a Fidelity Fund

Find up-to-date information on portfolio managers, fund performance and strategy, using the fund search tool.

Fund Facts/ETF Facts

View key information about each available ETF or mutual fund series, including performance history, holdings, risk ratings and fees associated with investing.

Regulatory documents

Access management reports of fund performance (MRFPs) for updates on portfolio manager strategy, and portfolio changes and performance, for recent reporting periods.

FAQ

Find answers to some commonly asked questions.

About Fidelity

Learn about the fund company and our global network of investment professionals and research capabilities.

Fidelity Morningstar® 5-star rated funds

View our complete list of 5-star rated funds.

This page is intended for informational purposes only to assist advisors with relevant know-your-product (“KYP”) information relating to the Fidelity Funds and is not exhaustive of any KYP information that may be required under securities laws. For a summary of the risks of an investment in a particular Fidelity Fund, please see the specific risks set out in the Fund's prospectus. Advisors are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for their clients, based on their investment objectives and personal and financial situation.

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

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This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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