THE 360 NEWSLETTER

We would like to remind you that Investia, through iA Financial Group, is offering you the chance to benefit from competitive group pricing for your subscription to the investment web-based platform Morningstar Advisor Workstation.

Options and Prices for 2024
To benefit from this offer, which is more advantageous than subscribing individually, you can subscribe or renew your subscription for 2024 by sending the subscription form (below) no later than December 1, 2023. It is very important to note that we will not accept any request after this date, as Morningstar requires this deadline to finalize everyone’s for January 1, 2024.

Note that the information below applies to Representatives looking to renew their subscription to Morningstar Advisor Workstation and those who would like to subscribe for the first time. Below are the options available and prices for the period between January 1 and December 31, 2024:

For more information about these options, you may read the Comparative Guide below.

Important Considerations

• All requests (new subscriptions and renewals) for 2024 must be received by December 1, 2023. Beyond that, it will be impossible to subscribe or renew your subscription for the year. Only forms received by December 1 will be accepted.
• Only one payment option is accepted, i.e., a single payment from your commissions. The deduction will be made in the weeks following receipt of the invoicing from Morningstar by Investia. The commission deduction date will be communicated to subscribers at a later date.
• The subscription must be in the name of an individual (not an entity/a company).
• Only one Representative can subscribe per subscription.
• There will be no refund prorated for the remaining months should you wish to cancel your subscription during the year.
• For renewals, it is mandatory to provide your Morningstar user code.
• It is important to clearly indicate your Dealer/Rep code on the subscription form.
• It will not be possible to change options (Base, Premium, Elite) after the subscription/renewal, i.e., after December 1, 2023.
• This service is offered exclusively to Investia Mutual Fund Representatives.

Steps to subscribe AND renew your subscription for 2024

1. Read the Comparison Guide below to select your option;
2. Complete the subscription form below (fillable on screen);
3. Sign the form manually or electronically;
4. Send the form by email to morningstar@investia.ca or by fax to 418-684-5549 (1-877-684-5549) no later than December 1, 2023;
5. You will receive your user name and password from Morningstar in the weeks following your subscription and at the latest on January 1, 2024.

Important

• Investia will not renew your subscription if we have not received your authorization (i.e., the subscription form) before December 1, 2023.
• Note that no refund will be permitted for those who would like to cancel their subscription during the year.

Documents

• Morningstar Advisor Workstation Subscription – Corporate Agreement (2024)
• Morningstar Advisor Workstation Comparison Guide

Should you require additional information, please contact our Client Service Department, by email at investia@investia.ca or by phone at 1-888-684-5548.