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eBulletin: September 26, 2017
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  • New clients being advised on Saskatchewan PST collection
  • Contract insert explains PST not included in premium amount
  • Collection of the PST will be retroactive when systems are ready
  • Investment credits for Canada Life Generations Core, I and II segregated funds
  • The week of Sept. 25, you may be mailed a package that includes a list of clients who are set to receive an investment credit for their Canada Life Generations Core, I and II segregated funds
  • For 2017, the annual investment credit will be paid on or about Oct. 10, 2017, and will cover the period from Sept. 1, 2016 to Aug. 31, 2017
  • Only clients who were identified through the original segregated fund investment credit process may be eligible for an annual investment credit
  • Wealth Operations Update
  • Information and changes that are essential to your daily business processing

Important reminders that help support your wealth management operations