NEW - By popular demand, to follow up on the news entitled Fund mergers and closures | How to extract your list of impacted clients, we are happy to inform that your list of clients impacted by the November 20th mergers is now available in Excel format.
Searches and sorting made easier!
- Reminder on how to generate your report: Link to visual aid
Please note that if your client chooses to transfer their investments to a fund other than the one indicated as "Replacement Fund", or if they choose to withdraw their investments, you have until November 18, 2020 at 4:00 p.m. (ET) to advise iA Financial Group.
