Business
Primerica Concert™ Allocation Series of Fund Portfolio Adviser Changes
MISSISSAUGA, Ontario, November 20, 2025--PFSL Fund Management Ltd. ("PFSL"), the investment fund manager and trustee of the Primerica Concert™ Allocation Series of Funds (the "Concert™ Funds"), announced today that it has appointed AGF Investments Inc. ("AGF") to act as the sole portfolio adviser for the Concert™ Funds. The appointment is expected to come into effect on or about January 1st, 2026, subject to the receipt of any necessary regulatory approvals.
About this update from Primerica, Inc.
[{"type":"image","alt":"","displaySize":"","headline":null,"caption":"","credit":null,"className":"","disableSlideshowImg":false,"size":{"original":{"width":1024,"height":512,"url":"https://media.zenfs.com/en/business-wire.com/13cadc6074dfbd0adbc6d3b87d6a41ad"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/tGWA4mivVog_LFEiAVXsEA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTQ4MDtjZj13ZWJw/https://media.zenfs.com/en/business-wire.com/13cadc6074dfbd0adbc6d3b87d6a41ad","width":960,"height":480},"lightbox":{"url":"https://s.yimg.com/ny/api/res/1.2/51FTbsRnbCfcAEUWnVoUxA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIwNDg7aD0xMDI0O2NmPXdlYnA-/https://media.zenfs.com/en/business-wire.com/13cadc6074dfbd0adbc6d3b87d6a41ad","width":1024,"height":512}},"lazy":false},{"type":"text","content":"MISSISSAUGA, Ontario, November 20, 2025--(BUSINESS WIRE)--PFSL Fund Management Ltd. ("PFSL"), the investment fund manager and trustee of the Primerica Concert™ Allocation Series of Funds (the "Concert™ Funds"), announced today that it has appointed AGF Investments Inc. ("AGF") to act as the sole portfolio adviser for the Concert™ Funds. The appointment is expected to come into effect on or about January 1st, 2026, subject to the receipt of any necessary regulatory approvals.","length":509,"tagName":"p"},{"type":"text","content":"The Concert™ Funds are currently advised by both TELUS Health Investment Management Ltd. ("TELUS") and AGF. Once the appointment comes into effect, AGF will make recommendations on the specific underlying funds to be invested in by each Concert™ Fund, as well as the daily trades required to implement the specific underlying fund recommendations. AGF will also assist PFSL in maintaining and determining the investment strategies of the Concert™ Funds. As of such time, TELUS will no longer act as a portfolio adviser to the Concert™ Funds.","length":551,"tagName":"p"},{"type":"text","content":"The relevant regulatory disclosure documents, including the prospectus and fund facts, will be available on www.sedarplus.ca as well as the designated website of the Concert™ Funds at pfslfunds.primerica.ca.","length":207,"tagName":"p"},{"type":"text","content":"About PFSL Fund Management Ltd.","length":31,"tagName":"p"},{"type":"text","content":"PFSL Fund Management Ltd. (PFSL) is an investment manager and wholly owned indirect subsidiary of Primeri...