This section briefly summarizes the investment offering for current investors. Viewing the documents within this section requires Adobe Reader, which you can download for free here.
Important information regarding your Form 1099-DIV
To obtain current and past year duplicate tax forms, please see below.
Financial advisors can obtain duplicate forms for their clients here. Click on the "CNL Distributed Products," then the account and the statement link.
Investors can obtain duplicate forms here by logging in and selecting "View all electronic tax forms."
If you have questions, please contact CNL Client Services at 866-650-0650.