1. Rates of returns – A new information page on your extranet A new page showing the rates of return allows you to quickly view the rates of returns since the start of the year, over a 1-year, 3-year, 5-year, or 10-year period, and since the issue date (for contracts issued on January 1, 2000, or later). It also allows you to easily find any information available for the total investment fund returns and returns by fund. Please note that this information is not available to clients via Cyberclient. 2. Statement on demand – Returns and coverage version are available - New section displaying total investment fund rates of returns and rates of returns by fund – since the start of the year, over a 1-year, 3-year, 5-year, or 10-year period, and since the issue date for contracts issued on January 1, 2000 or later.
- Displays the contract guarantee version in the “Guarantee” section of the statement.
3. Surrender fee calculator – New option added The calculation of surrender fees gives you, for each fund of the contract, the amount available to be withdrawn without fees. - 10% without fees, in dollars and in units
- Sum of all units free of fees
4. Where do I find the information? When you consult your client’s contract in the extranet, you will find the following sections in the menu on the left: - To view rates of returns – Financial information/Rate of return
- To view the statement on demand – Tools/Statement on demand
- To view the surrender fee calculator – Tools/Surrender fee calculator
Consult the information document for more information. |
Printer-friendly version
PDF version
