Hello Everyone, As the Summer begins, please find attached a summary of transactions that can be processed digitally here, this reduces processing time for many of your client interactions - iA Savings Digital Transaction Guide Please note, as of June 30, 2025, we will no longer produce paper semi-annual statements - Communication Here Thought Leadership Hail to The King - A weakening USD Decoding Gold - Thoughts on the recent gold rally Fund Closures and Mergers We have recently announced fund mergers and closures impacting the hybrid funds, Selection funds, and Dynamic American, details here, this will occur on or about July 18, 2025. Client Friendly Sales Tools Bulls vs. Bears Staying the Course Why Investors Need Diversification Growth vs. Value iA Updates January 2025 Online Modifications of PACs now available Also, as a friendly reminder - Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal, This makes handling 2025 TFSA and RRSP deposits much less work for the advisor. HISA/DIF - Rates can be found here · Current Rate: 2.25% as of July 7, 2025* · *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) 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
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