CRA indicates that it generally is looking only to the investment dealer or mutual fund manager to report mutual fund unit redemptions on T5008s

CRA has announced that where mutual fund units (or shares) are held in nominee for with an IIROC dealer or through a mutual fund dealer, after redemption of the units (or shares) only the dealer or fund manager, as the case may be, and not the mutual fund, is expected to issue T5008 slips to the redeemed investor. As worded, this policy also appears to apply to other “investment funds,” e.g., mortgage investment corps.

Neal Armstrong. Summary of 8 November 2016 External T.I. 2016-0673361E5 under Reg. 230(3).