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Personal information | The importance of obtaining client consent

Whether it's to preserve the privacy of your clients or to enable us to serve them, the protection of personal information is always a priority for iA Financial Group.

We are currently reviewing, updating and improving our practices regarding the collection, use and disclosure of personal information, in line with changes to the Act respecting the protection of personal information in the private sector.

Improved sales tools

As of September 13, you will need to obtain consent from clients and prospects regarding their personal information before proceeding with data collection.

We have adjusted your sales tools (EVO Insurance, EVO Savings and Assure&go) accordingly, by adding two short questions. These questions fit in perfectly with the current processes and in no way affect their fluidity.

Please note that once consent has been obtained, an email will be sent to clients confirming that we have recorded their personal information processing preferences.

Why ask for consent?

In addition to helping us comply with the laws governing personal information, consent gives rise to the following:

Client benefits

Benefit from an enhanced, personalized experience
Maintain a relationship of trust with iA Financial Group
Obtain offers likely to meet your clients’ specific needs

Your benefits

Establish and maintain a lasting relationship of trust with your clients
Provide you with sales and business development opportunities
Increase your success

The next steps

Download the new version of your sales tools (available from September 13)
Collect your clients’ email addresses and consent

Please note that all our application forms have also been adjusted and that you will need to provide the client with the PRP notice at the end of the document.

If necessary, please direct them to the iA Financial Group Privacy page.

To find out more

To find out more about the collection of client consent and our use of their personal information, please refer to the following sources of information:

→ Frequently asked questions

→ Privacy Notice

Got a question?

Please do not hesitate to contact the Customer Consent Contact Centre at 1-844-753-0026.

Thank you for your cooperation in implementing this new industry practice.

For internal use only

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