THE 360 NEWSLETTER

With the new privacy requirements (Law 25) coming into effect tomorrow, Friday, September 22, 2023, we thought we would share a useful document prepared by iA Financial Group as part of its Privacy Now program. This document outlines good privacy practices for independent advisors to adopt as part of their daily activities.

Please read this (bilingual) document carefully, as it contains a lot of important information, including new rules which apply to your mutual fund related business with Investia and other activities.

Programme Priorité PRP – Bonnes pratiques PRP | Privacy Now Program – Privacy Good Practices

Retention of client information – 15-year rule

Please note that Investia is applying the 15-year rule for the retention of client information. As such, almost all client information is retained in our systems, including Univeris, for a period of 15 years following the client’s departure from Investia. No action is required on your part to delete your client information in the system at the end of the prescribed period.

For your other activities, we invite you to interpret the 15-year client information retention rule according to your own reality, following the guides listed in this communication.

It should be noted that this rule may evolve or be amended based on its future interpretation, particularly with regard to the retention of all or part of client personal information.

Additional information
As a reminder, below you will find other useful documents you can read to learn more about the new privacy requirements and iAFG’S Privacy Now program:

• iAFG Privacy Now – Frequently Asked Questions (FAQ) – iA Financial Group
• Privacy and security – Client page – iA Financial Group
• Quebec privacy Law Reform: A Compliance Guide for Organizations – BLG
• New Privacy Obligations for Businesses – Commission d’accès à l’information du Québec
• Summary of privacy laws in Canada – Office of the Privacy Commissioner of Canada
• Data Protection – Cybereco

Stay tuned for more information about privacy requirements which we will be sharing in upcoming issues of The 360 newsletter.

Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.