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Fund mergers and closures | Your list of impacted clients now in Excel format

October 20, 2020

NEW - By popular demand, to follow up on the news entitled Fund mergers and closures | How to extract your list of impacted clients, we are happy to inform that your list of clients impacted by the November 20th mergers is now available in Excel format

Searches and sorting made easier!

 

 

Please note that if your client chooses to transfer their investments to a fund other than the one indicated as "Replacement Fund", or if they choose to withdraw their investments, you have until November 18, 2020 at 4:00 p.m. (ET) to advise iA Financial Group.

 

Topic : Investments

Written by iA

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