May 2024 Update

Hello Everyone,

Please find in this email our May updates.

HISA/DIF - Rates can be found here

·     Current Rate: 4.45% as of May 2, 2024*

·     *Rate subject to change on a weekly basis

·     Available to Corporate Accounts

·     Compensation: Trailer of 0.20%

·     Fund Code: D020

iA First Time Home Savings Account (FHSA)

·     Reminder, as of March 11 you can now use all of iA's segregated funds in the FHSA

iA's Market Leading 75/100

·     100% death guarantee available on deposits made before the client's 85th birthday

·     1 automatic or manual reset on the death benefit per calendar year up to age 85

·     Access to all of iA's segregated funds - 100% equity options available

Weekly Economic Updates from iAGAM

Segregated Funds

1. iA Fund Performance Page (I would suggest sorting by Series 75/75 or 75/100 to make it more manageable)

2. Dollar Cost Averaging now available from the HISA/DIF, increased frequency also now available (monthly, bi-weekly, and weekly) - Details can be found here (Note: DCA from the HISA does not generate an upfront commission like the money market version, it pays out as the switches are made, similar to a PAC)