Hello Everyone, Please find in this email updates from iA for December 2025: 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 We wouldn't be here without the work, success, and trust of all of our advisors across Canada. Thank you very much and have a wonderful 2025 holiday season! 1. We have an upcoming fund manager change to our Canadian Equity mandates as Marc Gagnon is retiring at the end of the year, details can be found here - iAGAM - Changes in Canadian Equity Mandates 2. Please find here our Fiscal Allocations (distributions) as of October 31 3. Fidelity Funds - Q3 Reviews 4. New Wealth Transfer Material on the Advisor Centre 5. The GIF Interest rate guarantee time frame has now been reduced from 60 days to 45 days effective October 3 We are running our RRSP Loan Discount again this year, we are offering a 0.50% discount from November 24, 2025 to January 30, 2026 Did you know iA is the only insurance company in Canada that can faciliate the transfer of a UK pension plan to a Canadian RRSP? · QROPS Client Marketing Material · iA QROPS Website · Please note, clients must be over age 55 and with expatriate status iA Savings Digital Transaction Guide - This reduces processing time for many of your client interactions Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal HISA/DIF - Rates can be found here · Current Rate: 1.85% as of December 12, 2025* · *Rate subject to change on a weekly basis · Available to Corporate Accounts · Compensation: Trailer of 0.20% iA's Market Leading 75/100 · Access to all of iA's segregated funds - 100% equity options available Thank you for all of the continued support | 
