THE 360 NEWSLETTER

We would like to remind you that the high interest savings account (“HISA”) bonus rate promotion of 30 bps continues through July 19, 2021.

As a reminder, Investia, through iA Wealth, has entered into an agreement with National Bank Investments Inc. to distribute high interest savings accounts (“HISA”) offered by National Bank of Canada and its subsidiaries. This agreement gives us the opportunity to provide input on promotional rates and the timing of promotions.

Under this partnership, the following two high interest savings accounts offered by National Bank are available for your clients:

• The NBI Altamira CashPerformer® Account; and
• The NBI Altamira U.S. CashPerformer® Account.

With the bonus rate of 30 bps, clients holding an NBI Altamira CashPerformer® Account in Series A will receive a very competitive all-in rate of 0.5%, whereas those investing in this account in Series F will take advantage of a rate of 0.65%. This bonus rate will be in place until July 19, 2021.

For complete information regarding CashPerformer® account, we invite you to read the following documents available on the Advisor Centre under Marketing / Client Documents:

• HISA Overview;
• Client Info Sheet;
• Advisor Info Sheet;
• Promotional Rate Flyer;
• Operational FAQ.

We hope this collaboration with National Bank will create value for you and your clients.

Should you have any questions, please do not hesitate to contact our Client Services Team, by email at investia@investia.ca, or by phone at 1-888-684-5548.