iA CONNECTED

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

Identity verification is a key component of Canada’s anti-money laundering and anti-terrorist financing (AML/ATF) regime. 

We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.

A new training module is available online to help you guide clients through the claims process.  

Semi-annual client statements as of December 31 will soon be available and one new note will be included to explain the availability of documents.

So many of you took part in our survey about your reading habits. Your feedback will help us make iA CONNECTED even more relevant to you.

We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.

New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.

You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!

Between November 24, 2025 and January 30, 2026, your clients can enjoy a 0.50% reduction on the RRSP loan current interest rate.