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Recent Posts

Fund Facts and Information Folders | New versions now available

May 12, 2025

Topic: Savings

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2024, are now available.

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REMINDER – Maintenance notice | All systems unavailable on May 17-18

May 12, 2025

Topic: Miscellaneous

Due to a migration, please note that all our systems will be unavailable on Saturday, May 17 and Sunday, May 18. During this period, no electronic transaction or request can be processed, including sales operations.

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Annual MER update

May 12, 2025

Topic: Savings

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Avoid incorrect investment instructions

May 8, 2025

Topic: Savings

As of May 12, 2025, when investment instructions will be received for fund codes that are incorrect or no longer available for new sales, the amounts requested in these funds will be invested by default in the Money Market (iA) fund for the same series and the same sales charge option as the requested funds.

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Maintenance Notice | All Systems Unavailable on May 17-18

May 6, 2025

Topic: Miscellaneous

Due to a migration, please note that all our systems will be unavailable on Saturday, May 17 and Sunday, May 18. During this period, no electronic transaction or request can be processed, including sales operations.

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Before GIF Maturity: Take Action!

April 30, 2025

Topic: Savings

Great news! We've listened to you and are pleased to announce that you will now be notified in advance of the maturity date of your clients' Guaranteed Interest Funds (GIF).

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Insurance | New Access Life features in the Advisor Centre

April 28, 2025

Topics: Insurance, Digital tools

The Access Life experience is synonymous with flexibility, independence and efficiency. 

We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time! 

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Disability insurance | New Advisor Guide

April 24, 2025

Topic: Insurance

At iA Financial Group, guiding our customers effectively through the disability insurance claims process is at the heart of what we do.

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Savings | Modification to the EVO new issue tool

April 22, 2025

Topic: Savings

As of April 22, the “No contribution” option will be removed from the “Type of contribution” menu of the EVO new issue tool for all available registration types except for the FHSA.

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Mergers and closures of 20 funds on July 18, 2025

April 21, 2025

Topic: Savings

Important information: On July 18, 2025, iA Financial Group will close the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held will be transferred to equivalent replacement funds.  

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