In this issue:

• New legislative obligations | Changes made to our forms
• Changes to the Helios2 Contract | 2 new features available

NEW LEGISLATIVE OBLIGATIONS | CHANGES MADE TO OUR FORMS

As of June 1, 2023, several investment product forms will be modified to reflect the updated Desjardins privacy policy and the requirements* of An Act respecting French, the official and common language of Québec (Bill 96). Considering the numerous changes to be made, they will be done gradually. We will keep you informed of the progress of the changes.

* These requirements will take effect as a result of the changes made to the Charter of the French Language and the Consumer Protection Act.

Bill 96

In accordance with the guidelines of Bill 96, English‑speaking clients living in Quebec must receive a French copy of the contract application and related documentation.

To this effect, a bilingual consent clause will be added to the English forms to obtain the express will to subscribe to a contract in English instead of French. By signing the contract, English‑speaking clients living in Quebec implicitly agree to this clause.

Privacy policy 

Desjardins recently updated its Privacy policy which clarifies how we handle and process the personal information of the clients. 
 
The changes related to it will be made gradually in each of our business lines.

List of forms that will be changed

See the list of forms in the news published on Webi.

The following sections of the procedure guides on Webi will be updated accordingly:

• Accumulation and refund annuities > Issue of a new “Term Investments” contract > Required forms and documents
• Retirement annuities > Issue of a new retirement annuity contract > Required forms and documents
• Guaranteed Investment Funds > Open a new Helios2 Contract > Required forms and documents 

Questions?

Call our Customer relations centre: 1‑877‑647‑5435
Annuities: savings@dfs.ca
Guaranteed Investment Funds: gifclientservice@dfs.ca

CHANGES TO THE HELIOS2 CONTRACT | 2 NEW FEATURES AVAILABLE

As of May 15, your clients can benefit from the following 2 new features for the Helios2 Contract:

1. Launch of Fee Option F
2. Increased maximum age for deposits to the Helios2 – 75/100 i Guarantee

To find out more about these new features, see the complete news on Webi. You will also find this information:

• Client communications
• Regulatory material and forms
• Sales material