Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.
The digital shift is a priority for iA!
iA Financial Group is strengthening its commitment to environmental sustainability and continuing its digital shift. Starting in 2025, future correspondence (statements, communications, and transaction confirmations) will become exclusively available in your Client Space or via the iA Mobile app. By downloading the iA Mobile app now, you can manage your investments at your own pace and view your documents when it suits you.
Change of manager and name for two funds
As announced in iA CONNECTED in September, two funds have a new manager and name.
Affected clients: clients holding units of the Core Plus Bond (Wellington Square) Fund (FU556).
Client note:
Since September 4, 2024, Agile Investment Management managed the Core Plus Bond (Wellington Square) Fund and its name changed to the Core Plus Bond (Agile) Fund.
The investment objective and strategy stay the same. The details of this change are outlined in a rider to your Fund Facts, available in the Fund Facts section, on our website.
This change does not result in changes to the total value of your investments, the number of units and their unit value, the total management expense ratio (MER), the fundamental investment objective or the risk profile of the Fund. Finally, this change does not affect the contractual benefits, guarantees or maturity date of your contract.
Affected clients: clients holding units of the Floating Rate Income (Wellington Square) Fund (FU081).
Client note:
Since September 4, 2024, Loomis, Sayles & Company managed the Floating Rate Income (Wellington Square) Fund and its name changed to the Floating Rate Income (Loomis Sayles) Fund.
The investment objective and strategy stay the same. The details of this change are outlined in a rider to your Fund Facts, available in the Fund Facts section, on our website.
This change does not result in changes to the total value of your investments, the number of units and their unit value, the total management expense ratio (MER), the fundamental investment objective or the risk profile of the Fund. Finally, this change does not affect the contractual benefits, guarantees or maturity date of your contract.
Explanatory note about the rider
Affected clients: clients holding a Life Income Fund (LIF) from a Quebec-regulated pension plan.
Client note:
The rider attached to your annual statement amends your Contract. Please keep it for future references.
We recommend that you connect with your sales team for any questions related to these notes.
