iA CONNECTED

Do your clients have questions about market trends, interest rate changes or the importance of diversification? This new Advice Zone article can be useful in helping your clients re-engage with the fund market and take advantage of future opportunities.

Additional deposit option (ADO) flexibility and term conversion to the iA PAR participating product.

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

Also discover the new transfer frequency options available.