CIBC and Renaissance Mutual Funds Discount Broker Trailing Commissions

Before looking for old statements

There are streamlined and full claims processes. No further supporting documents are required for the pre-populated trailing commissions in the streamlined process. The full process requires supporting documents. See the official notice, pages 3–4.

If the administrator gives you access to pre-populated commissions, you can rely on that information to submit your claim. This is not an automatic payment: both processes require a claim by October 21, 2026.

If you disagree with the pre-populated amount or want to add a period it does not cover, the notice provides for supplemental information through the full process, subject to the Distribution Protocol’s conditions. If you are unsure or the form is not working, contact Verita at 1-888-808-8943 before sending documents.

Check the notice and settlement

For the discount-broker settlement, the official administrator is Verita Global and the official site is TrailingCommissionsSettlement.ca. If you held the funds somewhere other than through a discount broker, a separate settlement applies.

Multiple notices can be legitimate when details across CIBC/Renaissance accounts differ. If you received multiple Known Claimant notices with unique Claim IDs and PINs, the administrator says to submit each one separately.

Do not enter your Claim ID, PIN, account number, or statements into SettleWorth. If an account number or notice does not seem to match, contact the administrator directly before acting.