Important information: On July 18, 2025, iA Financial Group will close the American (Dynamic) fund, the Selection (iA) managed solution and all the hybrid funds. Sums held will be transferred to equivalent replacement funds.
To make it easier for you to answer your clients’ questions, we invite you to take a look at the material we’ve designed for you.
List of ceding and replacement funds
Consult the toolbox below to see the scheduled communication sequence, the list of ceding and replacement funds, and to see important notes concerning upcoming closures.
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Know your target clients – How to download your list From your secure Advisor Centre:
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Client letters: mailed the week of April 28
The replacement funds will have management fees that are lower, equal to or higher than those currently held by your clients and differ according to the fund series in which their assets are invested. Two different letters will be sent to your clients during the week of April 28, depending on the general variation in management fees in their contract. Depending on the fund held in their contract, your clients may receive one or both letters:
Variation in management fees
The management fee variations presented in the letters sent out are general, so some of your clients may wish to obtain clarification concerning their own holdings following the mailing of these letters.
This detailed table presents all variations for each fund series. Please refer to it if you have any questions.
Frequently asked questions
Consult this document for additional details on the upcoming closures and mergers.
If you have any further questions, please contact your sales team.
