At iA Financial Group, our goal is to provide our advisors and their clients the digital solutions they need to make their lives simpler.
Today, we are pleased to announce the integration of the Contribution tool in My Client Space, available from Wednesday, August 5th! This tool will allow your clients to top up their individual RRSP or TFSA anywhere, at any time!
Clients will soon be able to benefit from this secure, fast and flexible electronic solution, which has been specially adapted for them. What’s more, contributions made via this method will be eligible for the same credits and commissions as if the contribution had been made in your presence!
Secure, fast and flexible
While clients will continue to have the option of making a contribution through their online banking platform, the Contribution tool in My Client Space makes same-day* deposit possible – no more waiting for the funds to transfer! They also benefit from more flexibility relating to their choice of investment and added peace of mind, with a summary of their request sent immediately to them by email.
* Same-day contributions available when made on business days before 4pm Eastern Time (ET). Contributions made either after 4pm (ET), on weekends or on bank holidays will be processed on the next business day.
A specially adapted, fully electronic solution with no intervention required!
You are best placed to guide your client if they are looking to change their investment strategy. The client is therefore limited to two investment options when making their contribution through My Client Space:
- High Interest Savings Account;
- According to the Automatic Investment Term (AIT); or
- Pro-rata in existing funds (if no AIT is on file).
Once the client has completed their contribution, the transaction confirmation will be sent to them as normal. You will also receive a copy in the notification sent to you in Business Tracker, allowing you to follow up with the client as required.
Holidays coming up?
This summer, suggest to your clients to programme their contribution in advance! This will allow them to take care of their savings, before taking off for adventures! On Wednesday, August 5th, an email template will be available to send to your clients to promote this innovative new tool!
The Contribution tool will be accessible in My Client Space from the Overview screen:
Or from within their contract in the main menu:
Download this guide (available in the Document Centre) to see all the screens in the client Contribution tool.
If you have any questions, please contact your sales teams.
Stay tuned, a communication will follow soon to announce the launch of the Contribution tool in iA Mobile!
