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      • Jean-René Adam
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      • Pier-André Blanchet
      • Marc Gagnon
      • Sébastien Mc Mahon
      • Alexandre Morin
      • Donny Moss
      • Dan Rohinton
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      • Tej Rai
      • Maxime Houde
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  1. Home
  2. Account setup

Account setup

iA Clarington account applications

  • Dealer agreement - Series F
  • Investment application
  • GIF application
  • GIF TFSA application
  • Investor account agreement - Series F
  • RESP application
  • TFSA application


Regulatory

  • Anti money laundering form, F51-208A
  • Declaration of tax residence for controlling persons of an entity, F51-320A
  • Declaration of tax residence for financial institutions, F51-320A


Authorization forms

  • Beneficiary designation
  • Corporate resolution
  • First time Homebuyers Form T1036
  • Letter of direction for split dividend & distribution option
  • Transfer form

Elite pricing

  • Account-linking form
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Invested in you
We are iA Clarington
And we will be invested in you

One of Canada’s leading investment management companies, iA Clarington brings clarity, integrity and commitment to a complicated global investment landscape. A wholly owned subsidiary of Industrial Alliance Financial Group, we offer a wide range of investment products, including actively managed mutual funds, managed portfolio solutions, Active ETF Series and socially responsible investments.

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Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with mutual fund investments, including investments in exchange-traded series of mutual funds. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Trademarks displayed herein that are not owned by Industrial Alliance Insurance and Financial Services Inc. are the property of and trademarked by the corresponding company and are used for illustrative purposes only.

The iA Clarington Funds are managed by IA Clarington Investments Inc. iA Clarington and the iA Clarington logo, and iA Wealth and the iA Wealth logo, are trademarks of Industrial Alliance Insurance and Financial Services Inc. and are used under license.

© 2023 IA Clarington Investments Inc.