Following the July 25, 2024, communication, we are writing to provide you with an update regarding our client contest that was scheduled for launch on August 1, 2024 as part of our Digital Adoption Campaign.

Good news! Following the launch of our automated KYC tool on June 27, 2024, we are pleased to inform you that the joint representative code functionality has been activated. Going forward, your clients under a joint code can also be eligible for automated KYC updates if they meet the other eligibility criteria (ref. Question 4 of the FAQ below).

As part of our year-end process, we would like to remind you that holders of a nominee RRSP or LIRA/locked-in RRSP who will have reached age 71 by December 31, 2024 must transfer their account to a RRIF or LIF before year end.

Please be advised that the risk rating of the following funds was increased by CI Global Asset Management (“CIG”) effective July 23, 2024, and by TD Asset Management (“TDB”) effective July 25, 2024:

Please be advised that the Product Review Committee will be taking a break for the next two weeks. As a result, we will not follow up on any product review/approval requests between August 5, 2024 and August 16, 2024 for the following products:

• Exchange traded funds (ETF)
• Liquid alternative funds
• Exempt market products
  

Please note that Monday, August 5, 2024 is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.

As announced during our recent Best Business Practices Roadshows, iA Financial Group has recently launched a Digital Adoption Campaign across its lines of business and subsidiaries to promote the use of digital tools and platforms by clients.

We would like to inform you that the accreditation process for the presentations of this year’s Virtual Best Business Practices Roadshows is now complete. Below are details of the CE credits granted by presentation. Please note that no accreditation has been granted for Monday, June 3 presentations.

As announced in the May 23, 2024 communication, we would like to remind you that the trade settlement cycle changed from T+2 to T+1 effective May 27, 2024.

Please be advised that effective Friday, July 26, 2024, the risk rating and asset class of several funds will change in Univeris.