Fund Facts and Information Folders | New versions now available

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2024, are now available.

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IAG Savings and Retirement Plan

(IAG SRP)

My Education+

Information Folder and Contract
(F13-772A)

Fund Facts (F14-10A)

Information Folder and Contract
(F13-885A)

Fund Facts (F14-12A)

Digital shift

Since last year, our Fund Facts documents are going digital and will no longer be available in hard copy.

Fulfilling your compliance requirements

Since you are required to give your clients access to fund facts documents, here’s how you can do this electronically.

Send your client an email containing a hyperlink to the online fund facts documents (Fund Facts – IAG Savings & Retirement Plan (issued after April 1, 2012) | iA Financial Group and/or Fund Facts – My Education+ | iA Financial Group).
or
Download a PDF version of the documents and send it as an attachment when you email your client.

If your client prefers to receive fund facts in paper form, here's how to proceed.

Note that Information Folder documents remain available for order in hard copy, but that downloadable documents are recommended.

Quick and easy with

By opting for our industry-leading sales tools, EVO Savings or the RESP New Issue Tool, you can complete your new Savings applications in as little as nine minutes and ensure that up-to-date electronic copies are automatically sent to your clients.

iA CONNECTED

Your ongoing source of information.