iA CONNECTED

Your ongoing digital source of information

Your tools
Procedures and FAQ

Availability of semi-annual investment statements

Jul 9, 2021 10:00:00 AM / by iA

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

Semi-annual investment statements Dates of availability

Electronic version (.pdf)

  • My Client Space
  • iA Mobile app
  • Advisor Centre
Gradually, starting July 12, 2021.

Paper version

By mail, according to the client's communication preference.

Gradually, in the week of July 12, 2021.

 

For more information on the semi-annual investment statement

Click here to download the document Key elements to understand investment statements (F13-942A).

Keep inviting your clients to go digital and discover all the benefits, including the iA Mobile app!


Read this FAQ to learn about:

How can your client access their electronic investment statements.
How can you access your clients' electronic investment statements.
How can your client change their communication preferences.

Topics: Insurance, Savings, Investments

Written by iA