What documents must be provided to a client to complete the purchase of a segregated fund?

To complete the purchase of a segregated fund, it is essential to provide a comprehensive set of documents that ensures the client is adequately informed and protected. The correct answer emphasizes the importance of both the information folder and the contract confirmation.

The information folder typically contains critical details about the segregated fund, including its investment objectives, fees, and risks. It acts as a primary source of education for clients, enabling them to understand what they are investing in. The contract confirmation serves as legal proof of the transaction, outlining the specifics of the client's investment such as the amount invested and the terms of the contract. This documentation is vital to establish transparency and to affirm that the client is making a well-informed decision.

In contrast, the other options may include documents that provide important information but do not encompass the full range of required documentation for a complete purchase. For instance, while a prospectus and risk statement are valuable resources, they may not include the specific contract details needed for finalizing the transaction. Therefore, providing both the information folder and the contract confirmation ensures that the client has all the necessary information to understand their investment and acknowledges the terms of their purchase.