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Sep 20, 2021 7:30:00 AM / by iA category Savings

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Aug 30, 2021 7:00:00 AM / by iA category Savings

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Aug 23, 2021 8:30:00 AM / by iA category Savings

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Availability of semi-annual investment statements

Jul 9, 2021 10:00:00 AM / by iA category Insurance, Savings, Investments

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The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.

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Did you know... your clients love their in-laws more than they think!

Jun 23, 2021 9:07:01 AM / by iA category Savings

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With the Prestige family grouping, give your clients access to a significant reduction in fees.

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EVO Insurance: Fully digital changes!

Jun 21, 2021 9:35:57 AM / by iA category Insurance, Savings, Tools

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With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.

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Jun 14, 2021 8:00:00 AM / by iA category Savings

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Savings - Change to the calculation | Gross amount withdrawn from a guaranteed interest fund (GIF)

Jun 11, 2021 9:22:23 AM / by iA category Savings, Investments

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Starting June 14, 2021 – To make things easier, the redemption of a gross amount in a guaranteed interest fund (GIF) will now be the same as the gross amount requested.

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Savings | New sales documents now available

Jun 1, 2021 2:27:16 PM / by iA category Savings

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The 2021 Information Folders and Fund Facts can now be downloaded from the Document Centre or ordered from your provisioning centre:

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Savings transaction | New channel to send missing information

May 28, 2021 10:51:56 AM / by iA category Insurance, Savings, Tools

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Starting May 31, theBusiness Tracker tool, available in the Advisor Centre, will become
“THE” channel to use to send missing information after submitting a savings transaction request.

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