INDIVIDUAL SAVINGS AND RETIREMENT Your savings at your fingertips! Periodic contributions in My Client Space Hello, Did you know that you can now program periodic contributions (contribution by Pre-Authorized Debits) to your RRSP and TFSA in My Client Space in a simple, profitable and flexible way? Try it today and free your mind! Log in to My Client Space, go to your RRSP or TFSA in which you wish to start periodic contributions and click on the Contribute menu button. Three good reasons to use the periodic or indexed periodic contributions tool1 It's simple: you only have to program your contributions once and you’re done! The contributions will be invested either in the High Interest Savings Account, in proportion to the existing funds in your contract or according to the investment instruction set out in your file. The choice is yours! It's profitable: saving small amounts is easier than having to invest a large lump sum, and the earlier you save, the more your assets grow without too much effort. It's flexible: choose the time, frequency and amount2 that best suit your budget. 1. In addition to the new periodic contributions, you already set an increased amount for the following year, keeping in mind that you’ll be able to change it at any time. 2. Contribution limits apply to RRSPs and TFSAs. Contact your financial advisor for more information. Don’t yet have a My Client Space account? Now is the perfect time to sign up! With My Client Space, in addition to being able to make contributions, you can consult your contracts, your returns as well as your electronic documents such as investment statements and tax documents. Want to know more? Contact me if you have any questions. First name, name Financial advisor 000-000-0000, ext. 000000 Cell phone: 000 000-0000 email@ia.ca INVESTED IN YOU. ia.ca Industrial Alliance Insurance and Financial Services Inc., 1080 Grande Allee West, PO Box 1907, Station Terminus, Quebec City, Quebec G1K 7M3 (Canada) To stop receiving commercial electronic messages from Industrial Alliance, Insurance and Financial Services Inc., click here. © 2024 Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.