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Personal information | Awareness campaign for our existing clients

June 14, 2023

iA Financial Group’s priority is to protect its clients’ personal information, both to ensure their privacy and best serve them.

To that end, we are reviewing, updating and improving our practices when it comes to the collection, use and disclosure of our clients’ personal information.

 

Awareness campaign for our existing clients

Between June 19 and August 31, 2023, all iA Financial Group clients will receive a communication (by email or letter1) explaining how we collect, use and disclose their personal information. This communication will also specify that no action is required on their part, except for those who wish to withdraw their consent. The instructions to do so will be included in the communication that they receive.

 

Client communication

 

Various resources will be made available to answer any questions or requests for additional information from your clients.

 

A proper understanding to properly reassure our clients

You may eventually be contacted by clients regarding this awareness campaign. We are therefore counting on you to reassure and direct them, if necessary, toward the above resources.

Want to know more about the actions taken by iA to protect personal information? Go to ia.ca/protection-personal-information and consult the FAQ.

 

Thank you for your continued cooperation!

 

Beginning in September, consent will be requested of new clients through your sales tools. We will follow-up with more details this summer.

 

For internal use only


1 It is possible that some clients who own different products with iA Financial Group and its affiliates will receive more than one email and/or letter during the awareness campaign.

 

Topic : Miscellaneous

Written by iA

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