iA CONNECTED

With the arrival of the new year, we wish to remind you of the importance of respecting the Market Conduct Standards Code implemented by iA Financial Group and which sets out the guiding principles for intermediaries with regards to the distribution of iA’s financial products and services, including those related to the fair treatment of customers.

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients!

The Fiscal Allocations Table for our fund lineup in the IAG SRP Classic Series 75/75 as at December 31, 2025 is now available.

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

Identity verification is a key component of Canada’s anti-money laundering and anti-terrorist financing (AML/ATF) regime. 

We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.

A new training module is available online to help you guide clients through the claims process.  

We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.

New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.

You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!