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APPLICATION N OT E FO R T H E AG E NT You must: Produce 3 copies of this application Send the original copy to head office Keep a copy for your files Give a copy to the client R E Q U IRE D DO CU ME NTS If applicable, you must send the following documents with this application: The investor profile if Fund Units are credited to the Contract Copy of the transfer form (you must send the original directly to the other institution) May 2022 WARNING IAG SAVINGS AND RET.
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TFSA FAQ
iA Financial Group (a.k.a. Industrial Alliance) is one of the largest insurance and wealth management groups in Canada, with operations in the United States. It is one of the biggest public companies in Canada.
A transaction fee of $35 may be charged for a surrender or transfer in ance with administrative policies in force. If you surrender or transfer an investment in the Funds within 90 days of the investment date, you may have to pay a frequent trading fee equal to 2% of the market value of this investment.
iA Financial Group's primary mission is to ensure the financial wellbeing of our clients by offering them personal insurance coverage and investment solutions to help them achieve their personal goals. To be the company that best meets client expectations, in partnership with our distributors.
iA Financial Group and iA Auto and Home are members of Puissance Onze, a grouping of eleven personal and general insurance companies with head offices in the Quebec Chaudière-Appalaches region.
Focused on providing group benefits to companies as well as a full array of standard insurance plans to individuals, Industrial Alliance (iA) Financial Group has become a major player in the Canadian insurance market since its beginnings in 1892, serving over 3 million customers throughout the country.
iA Financial Group is one of the largest insurance and wealth management groups in Canada. 1892 Founding of Alliance Nationale. 1905 Founding of Industrial Life Insurance Company. 1963 First billion dollars of insurance in force.
Investia Financial Services Inc. is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. We offer a range of products and services associated with the distribution of mutual funds and segregated funds.
iA Wealth is a division of iA Financial Group, one of the largest insurance and wealth management companies in Canada, with operations in the United States. Founded in 1892, iA Financial Group is also one of Canada's largest public companies, with more than $196.2 billion in assets under management and administration.
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