iA CONNECTED

iA Financial Group recognizes your clients' savings efforts and now offers two levels of management fee reductions for Prestige preferential pricing: Prestige 300 and Prestige 500.

¹ As at October 23, 2023, will vary based on the funds selected. The fee reduction applies to IAG SRP Classic Series 75/75 and 75/100 and to My Education+.

A prestigious new look in the image of its clientele

We never get another chance to make a good first impression. The visual appearance of Prestige has been redesigned to better reflect its prestigious, high-end character. You’ll be proud to pass on Prestige documentation to your clients! Check it out in your toolbox below.

Prestige: Simple for you, advantageous for your clients

• Easy and automatic: Fees are reduced automatically when your client reaches one of the two eligibility thresholds (300 or 500). Eligibility is validated weekly, so no action is required on your part. The first automatic transfers to Prestige 500 are made starting October 23rd.¹

• Accessible: Assets held in segregated funds (including RESPs), guaranteed interest funds (GIFs) and the high interest savings account (HISA) are all taken into account when determining eligibility for Prestige 300 or 500 pricing.

•  Lucrative: Reduced management fees apply to all funds in the IAG SRP Classic Series 75/75 and 75/100 and to My Education+ based on the eligibility threshold reached.

Build loyalty and grow your client base

	With family groupings: Make it easier for your clients to reach one of the Prestige eligibility thresholds and benefit from reduced management fees by combining their assets with those of family members living at the same address.
	With the possibility of offering Prestige to extended family members, regardless of their asset level or place of residence. iA is the only company in the industry to offer this benefit!

Try our online tool – it only takes three minutes to create a grouping and share the benefits of Prestige with their extended family.

Promotional brochures and guide

• Client brochure (F13-992A) (coming soon in Mandarin and Punjabi)
• Advisor brochure (F13-994A) – now with sales concepts
• Fund Codes and Management Expense Ratios (F13-1000) brochure – new Prestige 500 codes & MERs pages
• Eligibility Guide and FAQ (F13-1242A) – new with many sales concepts
• Insert in the December 31, 2023 semi-annual statement

Sales opportunities via email templates

Lists will be sent to you via secure messaging during the week of October 30. They will target three types of recipients for your promotional emails, to be sent using the following templates:

• 500 email template - Prestige 500 Qualifiers ($500,000+): with extended family and references
• 300 to 500 email template - Prestige 300 Qualifiers ($300,000 - $499,000): asset additions or consolidations to reach Prestige 500
• 300 email template - Assets from $100,000 to $299,999 - Asset additions or consolidations to reach Prestige 300

Updated Web pages

• New shortcut: ia.ca/prestige-series
• Prestige page in the Advisor Centre

Podcast – How to Make More Money Without Investing More (available October 25)

Social Media & Web Showcase (Coming Soon)

1. Based on industry practice, the unit value of funds in Prestige 500 started at $10, as is normally the case when a fund is launched. Although the unit value of funds in Prestige 500 may be lower than that of Prestige 300, this has no impact on market value, nor on the management fee reduction associated with Prestige 500.