Business
Primerica Concert™ Allocation Series of Funds Risk Rating Changes
Primerica Concert™ Allocation Series of Funds Risk Rating
About this update from Primerica, Inc.
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, in the course of an internal review, PFSL noted that certain Concert™ Funds, as reported in 2025, have been inadvertently displaying incorrect risk ratings. These risk ratings have been determined in accordance with the standard investment risk classification methodology in National Instrument 81-102 Investment Funds. The revised risk ratings of the following Concert™ Funds are as set out in the table below. Fund Name Current Risk Rating New Risk Rating Primerica Income Fund Low Low to Medium Primerica Canadian Balanced Growth Fund Medium Low to Medium The relevant regulatory disclosure documents, including the prospectus and updated fund facts, showing the updated risk ratings, will be available on www.sedarplus.ca as well as the designated website of the Concert™ Funds at pfslfunds.primerica.ca. PFSL also confirms that the Concert™ Funds remain open for limited trading and transactions from existing investors only. Trading by new investors may again become accepted at any time and at the discretion of PFSL and the Concert™ Funds. About PFSL Fund Management Ltd. PFSL Fund Management Ltd. (PFSL) is an investment manager and wholly owned indirect subsidiary of Primerica Financial Services (Canada) Ltd. The Primerica Canada family of companies includes PFSL’s parent company, PFSL Investments Canada Ltd. (a mutual fund dealer), and Primerica Life Insurance Company of Canada. PFSL manages the overall day-to-day affairs and operations, provides administrative services and is responsible for all investment decisions of the Primerica Concert™ Allocation Series of Funds. About Primerica Financial Services (Canada) Ltd. Primerica Financial Services (Canada) Ltd., headquartered in Mississauga, Ontario is a wholly owned subsidiary of Primerica, Inc. Primerica Financial Services (Canada) Ltd.’s subsidiaries Primerica Life Insurance Company of Canada and PFSL Investments Canada Ltd. are leading providers of financial products and services to middle-income households in Canada. Independent licensed representatives, located in every province, provide financial education and products such as term life insurance, mutual funds and segregated funds to Primerica clients to better prepare them for a more...