As of March 13, 2023, the financial compensation process for changes of advisor for ex-iA Excellence contracts will be harmonized with that of iA Financial Group.
The advisor ceding an ex-iA Excellence contract will be entitled to compensation when the contract is transferred to another advisor.
The advisor acquiring an ex-iA Excellence contract will be required to pay compensation to the advisor ceding the contract. In return, the new advisor will receive the subsequent renewal commissions.
Updated form
The new compensation calculation has been added to the Request to change agent of record form, which will be available in your Advisor Centre on March 13.
Questions?
Contact the Contracting and Compensation, Distribution Networks team by email: transfer@ia.ca.
