--- title: "iA CONNECTED: Information for advisors and distributors (7)" description: Ongoing source of information for advisors and partners of iA Financial Group. News, tips and useful tools for your work. (7) image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/) # iA CONNECTED Your ongoing source of information. ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ### [Tax refund: the swing that pays!](https://iaconnected.ia.ca/tax-refund-the-swing-that-pays/tags/savings) April 10, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) We have identified your clients who contributed to their RRSPs and/or FHSAs for the 2025 tax year and may be eligible for a tax refund. We have already initiated the conversation by sending them a [targeted email](https://dmh.ia.ca/reinvest-your-tax-refund-contact-fhsarrsp). Now, it’s your shot! [Read Article](https://iaconnected.ia.ca/tax-refund-the-swing-that-pays/tags/savings) --- ### [Medical Second Opinion service now with Novus Health](https://iaconnected.ia.ca/medical-second-opinion-service-now-with-novus-health) April 7, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)  As of **April 1, 2026**, the medical second opinion service offered free of charge with critical illness insurance is now provided by [Novus Health](https://iamso.mynovushealth.com/fr/page/se-connecter), a Canadian provider specializing in medical navigation and support. [Read Article](https://iaconnected.ia.ca/medical-second-opinion-service-now-with-novus-health) --- ### [Total Cost Reporting (TCR) | New page on your Advisor Centre!](https://iaconnected.ia.ca/tcr-new-page/tags/savings) April 2, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing! [Read Article](https://iaconnected.ia.ca/tcr-new-page/tags/savings) --- ### [Self-service online transactions | More than 20 types!](https://iaconnected.ia.ca/self-service-online-transactions-more-than-20-new-types/tags/digital-evolution) March 26, 2026 Topics: [Insurance](https://iaconnected.ia.ca/tag/insurance), [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) Since **new term and whole life insurance sales** have been fully integrated into the modernized experience, you can complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition. [Read Article](https://iaconnected.ia.ca/self-service-online-transactions-more-than-20-new-types/tags/digital-evolution) --- ### [Contract issue and delivery | Now faster and fully digital](https://iaconnected.ia.ca/contract-issue-and-delivery-now-faster-and-fully-digital/tags/digital-evolution) March 26, 2026 Topics: [Insurance](https://iaconnected.ia.ca/tag/insurance), [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) As of **March 30**, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition). [Read Article](https://iaconnected.ia.ca/contract-issue-and-delivery-now-faster-and-fully-digital/tags/digital-evolution) --- ### [Middle East Conflict | Financial Outlook 2026](https://iaconnected.ia.ca/middle-east-conflict-financial-outlook-2026/tags/savings) March 26, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets. [Read Article](https://iaconnected.ia.ca/middle-east-conflict-financial-outlook-2026/tags/savings) --- ### [TCR 🤝 F-Class: Management fees now reduced](https://iaconnected.ia.ca/f-class-fee-reductions-march2026/tags/savings) March 25, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Combining clarity and flexibility, F-Class is an option worth considering for certain clients with significant assets who may be particularly sensitive to fees following Total Cost Reporting (TCR) requirements. [Read Article](https://iaconnected.ia.ca/f-class-fee-reductions-march2026/tags/savings) --- ### [Index Funds and Indexia | Management fees now reduced](https://iaconnected.ia.ca/mer-reductions-march-2026/tags/savings) March 24, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the [Indexia](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2026/03/indexia-funds-srm503-191-2a.pdf)family! 🎉 [Read Article](https://iaconnected.ia.ca/mer-reductions-march-2026/tags/savings) --- ### [EVO Savings | Better integration of banking information](https://iaconnected.ia.ca/evo-savings-banking-information/tags/digital-tools) March 17, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved. [Read Article](https://iaconnected.ia.ca/evo-savings-banking-information/tags/digital-tools) --- ### [EVO Savings | TFSA withdrawals can now be done online!](https://iaconnected.ia.ca/tfsa-withdrawal-now-in-evo) March 16, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) The brand-new withdrawal tool is now available in EVO Savings🥳!  [Read Article](https://iaconnected.ia.ca/tfsa-withdrawal-now-in-evo) --- 7 of 15 [1](https://iaconnected.ia.ca/page/1) ... [5](https://iaconnected.ia.ca/page/5) [6](https://iaconnected.ia.ca/page/6) [7](https://iaconnected.ia.ca/page/7) [8](https://iaconnected.ia.ca/page/8) [9](https://iaconnected.ia.ca/page/9) ... [15](https://iaconnected.ia.ca/page/15) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Digital evolution (30)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (60)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (8)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (52)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! 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