Hello Everyone, We'd like to extend a big thank you to everyone for all of their support this year, iA is now: #1 In Gross Segregated Fund Sales #1 In Net Segregated Fund Sales #1 In Total Segregated fund AUM in Canada for the first time ______________________________________________________________ Effective December 10, iA has launched fast-tracked loan approval for loans up to $100,000 Clients must have a credit score greater than or equal to 800 We do not require proof of income or assets (some additional documentation may be required on a case by case basis) The regular loan documents are still required: · F31A - Loan Application · F17A - iA Investment Application · F51-122A - Investor Profile · F51-208A-1 AML Paperwork (Only required if taking the maximum 100K) iA Investment Loan Rates ______________________________________________________________ We are also running our RRSP Loan Discount again this year, we are offering a 0.50% discount from November 24, 2025 to January 30, 2026 ______________________________________________________________ 75/100 Resets After a strong year of returns, it would be prudent to consider resetting 75/100 series contracts if you have not already done so, the process can be done fully digitally and is very quick, the guide can be found here: iA 75/100 Reset Guide ______________________________________________________________ Total Cost Reporting (TCR) Please note, TCR is coming to segregated funds in earlt 2027 and will impact client's 2026 year end statements, to be better prepared, please find our timeline of events and FAQ here Thank you for all of the continued support and I hope everyone enjoys the Holidays, |