iA CONNECTED

Your ongoing source of information.

Did you know...

April 5, 2021

In addition to the Fund performance and overview page on ia.ca, did you know that there are external sites that provide access to information about iA Financial Group funds?

Here are the links:

 

Simple method: search by fund code

You can search for funds using the fund code provided on the Fund Codes and Management Expense Ratios (F13-1000A) document. Simply enter “INA” followed by the five-digit code to obtain the details of the fund sought.

For example, to search for the Classic Series 75/75 Focus Prudent Fund in the IAG SRP:

In the search bar, enter: INA46050 or one of the other three codes highlighted in green.

 

Other method: search by fund name

If you prefer searching for fund information using the fund name, you can refer to the Quick Reference for Abbreviations available in the Document Centre of the Advisor Centre. It contains the various abbreviations to be used for each fund name, for Morningstar and Fundata (Fundlibrary uses INA codes only).

 

Fund performance and overview

The Fund performance and overview page on ia.ca, is the ideal place to see returns and find documents about the funds.You can even save your favorite funds by clicking on the star!

Consult it today with your clients!

Topics : Savings, Investments

Written by iA