"GOOD HOUSEKEEPING" NEWS
Monday, March 22, 2010
Greetings Member-Partners!
Before I share a bit of "housekeeping" news with you, I want to thank you for the outpouring of introductions and referrals we've received since my last letter.
So much of our success has been built on introductions made by you, our esteemed Member-Partners, and we appreciate it deeply. Your referrals are the best indication that you are happy with both your investment and the service we've provided. I promise that we will always treat your friends with the same careful attention that we have given you. After all, we owe you no less.
And now, the news...
Tax Slip Reminder
Tax slips for Limited Partnership and REIT units will be issued by March 31. This is because the information required to determine the allocation of income is derived from the completed year end financial statements. Other slips you might receive-such as T5, T4RSP, T4RIF, Official Receipts, etc.-are simply a record of a transaction that has occurred during the year, and therefore, arrive earlier. Also, note that electronic filing is not possible for Limited Partnerships that are less than one year old, as Revenue Canada will not issue a tax ID number until those LPs' first anniversary. We apologize for the inconvenience, but it is unavoidable.
Accelerated RRSP Transfers
Just in time for tax season, comes word from Olympia Trust that they can now do electronic transfers for all our RRSP-Eligible investments. This means that transfers to or from your registered plans can be done simply, efficiently, and in only a fraction of the time. Also, by taking advantage of the faster transfer process, you can now use your RRSP, RESP, LIRA and RIF funds to purchase a fixed stream of returns.
To refresh your memory, the new Income Priority Units offer the choice of the following fixed terms and rates:
All IPunits pay distributions monthly. Feel free to speak to your Member Services Manager to find out more.
Stay In the Know!
In case you missed an update email, here are some of our recent ones--all of which are available online at: www.league.ca/newsroom
Well friends, that finishes my "housekeeping" for today. If there is anything else you need, all you need to do is ask. Until next time, I remain...
Sincerely yours,
Emanuel F. Arruda
Founding Partner
LEAGUE Financial Partners
Learn, Earn, Live, Give.™
"Deeds, not words, build a business reputation."
-- E. A. --
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This document is for information purposes only and is not an offer to sell or a solicitation of an offer to purchase securities. Only persons who satisfy an exemption from the prospectus and registration requirements of applicable securities laws may invest in the securities of the issuers discussed herein. Unless an investment is available via offering memorandum, in general this means that you must either be an accredited investor or invest a minimum of $150,000. Residents of Ontario and Quebec must either be accredited investors or invest a minimum of $150,000.
There are risks associated with an investment in the securities of the issuers discussed herein, some of which are discussed in the offering memorandum and limited partnership agreement, if applicable, and the subscription agreement. You are encouraged to read these documents before making an investment decision.
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About LEAGUE
Watch:
An Introduction to LEAGUE [Video]
Listen:
The Blue Book of Real Estate Syndication [Audio]
Click to download:
The Blue Book of Real Estate Syndication [Form]
Why Trust In LEAGUE
LEAGUE's Commitments
Company Backgrounder
Sustainable Building Policy
LEAGUE Investment Product Comparison Booklet
Independent Analyst's Report for the IGW REIT Summary
LEAGUE: Delivering Intergenerational Wealth™
LEAGUE Investment Services Inc. commenced operations in September 2010 when it became an Exempt Market Dealer, registered in all Canadian jurisdictions across Canada. LEAGUE's mandate is to provide its 3,200 investor Member-Partners access to institutional style investments.
Founded in 2005, LEAGUE Financial Partners, has rapidly evolved into one of Canada's fastest growing real estate asset managers with over $1 billion in assets under management. This includes the IGW REIT, a $300 million Real Estate Investment Trust, comprised of a portfolio of Canadian commercial, industrial and residential properties and the $410-million Partners REIT (TSX: PAR.UN), an open-end real estate investment trust focused on acquiring and managing a portfolio of retail and mixed-use retail community and neighbourhood centres. LEAGUE Financial Partners. is also involved in a number of individual Limited Partnerships ranging from office buildings to Big Box retail power centres.
LEAGUE Financial Partners. finds, acquires, improves and operates investment properties on behalf of LEAGUE Investment Services Inc.’s more than 3,200 Member-Partner investors. This continuing growth and the exceptional performance of LEAGUE's investments are directly attributable to the values LEAGUE espouses in its corporate credo. For we at LEAGUE hold in highest regard the qualities of honour, friendship, and co-operation with our Member-Partners in the pursuit of our common goals. LEAGUE also donates five per cent of its profits to philanthropic causes.
Everything you need to know about LEAGUE is right here: www.league.ca/about
