The 2021 Information Folders and Fund Facts can now be downloaded from the Document Centre or ordered from your provisioning centre:
- F13-772A IAG SRP Information Folder
- F14-10A IAG SRP Fund Facts (as at December 31, 2020)
- F13-885A My Education+ Information Folder
- F14-12A My Education+ Fund (as at December 31, 2020)
- F13-443A Diploma Information Folder and Fund Facts (as at December 31, 2020)
If you used EVO Savings or the RESP New Issue Tool recently to complete a Savings application in as little as nine minutes, well done! You have made the switch to an industry-leading sales tool, and as you have noticed, it is just so much simpler!
One major benefit is that you don’t have to order paper copies of the Information Folder and Fund Facts documents any more – EVO sends up-to-date electronic copies to clients automatically.
Need paper copies?
If you order paper copies of these documents, remember to destroy any remaining old versions and ensure that you are providing only the new 2021 versions to your clients following a new issue.
Better yet, why not join the thousands of advisors across Canada who use our digital sales tools daily and see for yourself the upgrade in the client and advisor sales experience!
Talk to your sales teams today!
