RBC Managed Payout Solutions

Take your payout. Protect your wealth.

You’ve worked hard to accumulate your wealth. And now, your hard-earned savings can work for you. RBC Managed Payout Solutions¹ can help you unlock the income potential of your investments, provide regular cash flow today and generally maintain your investment for the future.

Managed payout strategy and sustainability

RBC Managed Payout Solutions combine active investment management with a managed payout strategy, so you can count on:

Choice : Three different payout rates of 5%, 6% or 7%², depending on your needs
Value : Tax-efficient cash flow, cost-effective management and a proven payout track record
Transparency : Predictable, managed payout solutions and costs, in one easy decision

To choose the right solution, please consider:

Payout level - how much income do you need to cover day-to-day living and lifestyle expenses?

Maintenance of principal - are you willing to erode your initial investment for higher payouts?

Payout stability - can you accept changes, either increases or decreases, in your annual payouts?

Key Features	RBC Managed Payout Solution	RBC Managed Payout Solution – Enhanced	RBC Managed Payout Solution – Enhanced Plus
PAYOUT LEVEL	5%	6%	7%
MAINTENANCE OF PRINCIPAL	BEST	BETTER	GOOD
PAYOUT STABILITY	BEST	BETTER	GOOD
TAX EFFICIENCY	GOOD	BETTER	BEST

To find out which RBC Managed Payout Solution is right for you, please contact your RBC Advisor today.

¹ RBC Managed Payout Solutions were formerly known as RBC Cash Flow Portfolio, RBC Enhanced Cash Flow Portfolio and RBC Tax Managed Return Fund. The name change took effect in June 2008.
² Cash flow from mutual funds should not be confused with mutual fund rates of return. Payouts are not guaranteed and may be adjusted depending on future market conditions.