Hello Everyone, Please find in this email our September updates. Portfolio Manager Changes - iA Core Plus Bond and iA Floating Rate Income We have produced a new business guide to assist advisors new to iA that acts as a one stop shop for all things administrative - iA New Business Guide ***Reminder*** 75/100 Resets After a strong year of equity returns we'd like to remind advisors to consider resetting their 75/100 contracts, the reset can be done online once per calendar year either manually or automatically on a date of your choosing. The process is Advisor Centre > EVO > 75/100 Reset iA 75/100 Reset FAQ Clients can directly fund TFSAs & RRSPs online themselves via the iA Mobile App or Web Portal HISA/DIF - Rates can be found here · Current Rate: 3.60% as of September 13, 2024* · *Rate subject to change on a weekly basis · Available to Corporate Accounts · Compensation: Trailer of 0.20% · Fund Code: D020 iA First Home Savings Account (FHSA) · Reminder, as of March 11 you can now use all of iA's segregated funds in the FHSA · FHSA Transfers and Tax Considerations iA's Market Leading 75/100 · 100% death guarantee available on deposits made before the client's 85th birthday · 1 automatic or manual reset on the death benefit per calendar year up to age 85 · Access to all of iA's segregated funds - 100% equity options available Weekly Economic Updates from iAGAM Segregated Funds 1. iA Fund Performance Page (I would suggest sorting by Series 75/75 or 75/100 to make it more manageable) 2. Dollar Cost Averaging now available from the HISA/DIF, increased frequency also now available (monthly, bi-weekly, and weekly) - Details can be found here (Note: DCA from the HISA does not generate an upfront commission like the money market version, it pays out as the switches are made, similar to a PAC) Thank you for all of the continued support.
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