News from Desjardins Insurance

In this issue:

• The new improved Desjardins corporate leaflet
• Desjardins presence on CBC, CP24 and Global TV
• Your client notices are now available in Clients Documents on Webi
• Simplified rider regarding non‑essential travel during COVID‑19
• Compliance Manual – Life and Health Insurance | Updated version
• COVID-19: We’re still committed to helping you and your clients

THE NEW IMPROVED DESJARDINS CORPORATE LEAFLET

Desjardins A Canadian Success

We are excited to introduce the new Desjardins Corporate Trade Leaflet. Use this marketing piece with your clients and prospects to get to know Desjardins’ values, mission and commitment to inspire trust across the nation and to be everyone’s # 1 choice.

This material is intended for your clients and prospects which is available on Webi and for print orders. It is offered in English, French and Simplified Chinese.

DESJARDINS PRESENCE ON CBC, CP24 AND GLOBAL TV

We're expanding our TV presence to increase awareness of the Desjardins brand in different Canadian markets. Over the next few months, you'll see Desjardins ads during prime‑time broadcasts on CBC, CP24 and Global TV networks.

From Monday to Friday, keep an eye out for the following:

• Business report during CBC News (Toronto, between 6:30 p.m. and 7:30 p.m.)
• Weather report during CP24 Breakfast (Toronto)
• Weather and traffic reports, and news highlights during Global News Morning

These media sponsorships are an integral part of our marketing plan and growth initiatives in Ontario, Atlantic and Western Canada. We're boosting our visibility in a far‑reaching media environment to promote Desjardins is a leading financial institution for Canadians.

YOUR CLIENT NOTICES ARE NOW AVAILABLE IN CLIENTS DOCUMENTS ON WEBI

The Clients Documents application gives you access to many of the documents and communications we send your clients. Go there to find things like:

• Anniversary notices  *NEW*
• Change confirmations
• Direct debit notices *NEW*
• Financial summaries
• Late payment offers  *NEW*
• Premium notices  *NEW*
• Tax slips
• Transaction statements

Administrative documents, including contracts, illustrations and some administrative forms, are also available in the application. However, only documents associated with in‑force contracts are available.

See the User guide: Clients Documents for help navigating the application.

SIMPLIFIED RIDER REGARDING NON-ESSENTIAL TRAVEL DURING COVID-19

As the COVID situation changes, we have to continually re‑examine how we're handling things. One of the changes we've made is to simplify the wording of the rider regarding non-essential travel when an insured mentions that they plan on travelling.

I will comply with the Canadian government guidelines for non‑essential travel during the COVID‑19 pandemic.

Since no changes have been made to the interpretation of the rider, we won't be sending an update.

Insureds must follow the latest recommendations by the Government of Canada, which are available on the Canada Border Services Agency website. They can use the following information to determine whether their trip is essential or not.

As soon as the government advisories against non‑essential travel related to COVID‑19 are lifted, the rider will automatically be null and void for the remainder of the contract.

COMPLIANCE MANUAL – LIFE AND HEALTH INSURANCE | UPDATED VERSION

Regulators who oversee financial service sectors such as securities and insurance are constantly amending regulations. To keep up with these changes, we’ve updated our Compliance Manual – Life and Health Insurance.

This manual has valuable information on life and health insurance. It covers topics like:

• Code of Professional Conduct of Desjardins Insurance
• Ethics and Business Conduct
• Life and Health Insurance
• Segregated Funds and Annuity Products
• Policy on the Non‑Resident Client
• Anti‑Money Laundering and Anti-Terrorist Financing
• Complaint Management

Questions?

Please contact your compliance officer.