NEO Connect and Invesco Congratulate RBC Investor & Treasury Services for Investment Week Award

RBC I&TS Wins Best Fund Service Solution 2016

TORONTO--()--Aequitas NEO Connect (“NEO Connect”), Canada’s new fund distribution platform, and Invesco Canada Ltd. (“Invesco”) proudly congratulate RBC Investor & Treasury Services (RBC I&TS) for winning the Best Fund Service Solution award from Investment Week. The recognition celebrates RBC I&TS as custodian and settlement agent for Platform Traded Funds™ (PTF™) now available on NEO Connect™.

PTFs offer an entirely new process for delivering active money management products to investors. PTFs are designed exclusively for fee-based investors who work with either discretionary or non-discretionary advisors. NEO Connect enables investors to purchase and redeem PTFs similarly to Exchange Traded Funds. The new distribution platform is made possible through the collaboration of Invesco’s unique PTF products, the innovative technology provided by NEO Connect, and the trusted service of RBC I&TS.

“RBC I&TS plays a critical role in the success of PTFs and our innovative distribution platform. This award is well deserved,” added Jos Schmitt, President and CEO, Aequitas NEO Connect. “NEO Connect is a preeminent lower cost solution for fund manufacturers and investment advisors that provides the ease and efficiency demanded by our users. Together, we have produced a game changing platform for the mutual fund industry.”

“RBC I&TS showed tremendous commitment to PTFs, and I am delighted to congratulate them on this much-deserved award,” said Peter Intraligi, President, Invesco Canada. “We rely on RBC I&TS to secure and settle our products efficiently. This allows us to reduce mutual fund expenses by up to 35% and pass those cost savings directly back to our investors.”

Invesco’s PTF offering includes 43 funds that have now reached over $100 million in assets under management, with positions held for investors across seven Canadian investment dealers, including several Canadian bank-owned dealers. More funds will be added to the selection, providing an effective solution to evolving regulatory changes associated with CRM II and the potential development of the Best Interest Standards. PTFs are available to all investors with no minimum investment requirements, thus eliminating the need for advisors to identify and link accounts to qualify for various pricing discounts.

About NEO Connect
Aequitas NEO Connect is Canada’s new fund distribution platform launched in May 2016 and built by the technology arm of Aequitas Innovations Inc. Aequitas Innovations is the parent company of NEO Connect and the NEO Exchange, a new Canadian stock exchange using a bold new blueprint that puts investors, capital-raising companies and dealers first. Aequitas Innovations was founded by a diverse group of prominent investors representative of all Canadian capital market stakeholders. For more information, please visit: www.aequitasNEOexchange.com

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About Invesco Ltd.
Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; invesco.com.

†Source: Invesco Canada as at October 31, 2016

Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing. Copies are available from your advisor or Invesco Canada Ltd.

Invesco is a registered business name of Invesco Canada Ltd.

* Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence.

Platform Traded Funds™, PTF™, all associated trademarks are trademarks of Invesco Holding Company Limited, used under licence by Invesco Canada Ltd.

© Invesco Canada Ltd., 2016

Contacts

Media Contacts
Aequitas NEO Connect
Joanne Kearney, 416-804-5949
Joanne.kearney@aequin.com
or
Invesco Canada
Aysha Mawani, 416-324-7712
Vice President, Corporate Affairs
Aysha.mawani@invesco.com

Release Summary

NEO Connect, Canada’s new fund distribution platform, & Invesco Canada Ltd. proudly congratulate RBC Investor & Treasury Services for winning the Best Fund Service Solution award from Investment Week.

Contacts

Media Contacts
Aequitas NEO Connect
Joanne Kearney, 416-804-5949
Joanne.kearney@aequin.com
or
Invesco Canada
Aysha Mawani, 416-324-7712
Vice President, Corporate Affairs
Aysha.mawani@invesco.com