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.
Best practices:
- Use electronic tools: the tools only offer available investment options for the desired product and series and prevent selecting unavailable funds.
- Use the digital version of the F13-1000A (to be updated on May 12): go directly to the document centre of the Advisor Centre instead of downloading a copy on your desktop.
You will then avoid completing a transaction with incorrect investment instructions.
Take action before the upcoming fund closure On May 12, investment limitations will be applied to all ceding funds in the context of the fund closures and mergers scheduled for July 18. All the more reason to be vigilant and apply best practices. To find out more about fund closures, read this article. |
For all transaction requests containing incorrect investment instructions, a message will be sent to you in the Business Tracker. You will then be able to request a fund switch in the electronic Switch tool at your disposal. No requests will be processed by phone, and no transactions will be carried out retroactively.
Frequently asked questions
Consult this document for additional details.