We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.
With this change, the company is reinforcing its commitment to environmental sustainability and cost efficiency. A substantial reduction in orders over the last four years supports this decision. Fund Facts documents will remain available at all times via our online platforms.
Fulfilling your compliance requirements
Since you are required to give your clients access to fund facts documents, here’s how you can do this electronically.
- Send your client an email containing a hyperlink to the online fund facts documents (Fund Facts – IAG Savings & Retirement Plan (issued after April 1, 2012) | iA Financial Group and/or Fund Facts – My Education+ | iA Financial Group).
or - Download a PDF version of the documents and send it as an attachment when you email your client.
If your client prefers to receive fund facts in paper form, here's how to proceed.
📌 As usual, new versions of Fund Facts, including data as of December 31, 2023, will be available in May.
Stay tuned!
