- 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