CIBC and Renaissance Mutual Funds Non-discount Broker Settlement

Court-approved C$11M settlement for CIBC and Renaissance mutual-fund trailing-commission claims involving holdings outside discount-broker accounts. The official administrator separates this process from the discount-broker settlement.

People, wherever resident, who held CIBC or Renaissance mutual-fund units other than through a discount broker. Former CIBC holders must claim; current CIBC and Renaissance holders may receive automatic deposits under the settlement terms.

Provinces covered

Canada-wide

Court / jurisdiction

Ontario Superior Court of Justice

Documents you may need

The official form lists the proof required for each claim category.

1. 1

   Open the official claim form

   Former CIBC mutual-fund holders must submit a claim through the official administrator. Current CIBC and Renaissance fund holders generally receive an automatic fund deposit under the settlement terms.
2. 2

   Prepare the listed proof

   Read the official form before starting and gather the receipts, statements, or records it requests.
3. 3

   Submit and save confirmation

   File by November 18, 2026 and save the confirmation number or email from the administrator.

Settlement amount

C$11M

Payout summary

C$11M court-approved settlement; claim or automatic deposit depending on fund holdings

Expected payout window

After administrator review or automatic fund deposit, depending on holdings