• FR
  • Price & Performance
      Price & performance
    • Mutual fund trusts
    • Managed solutions
    • Guaranteed investment funds
    • Inhance SRI funds
    • Corporate class
      • Regulatory documents
    • Prospectus/AIF
    • Financial statements
    • Management Reports of Fund Performance
    • Top 25 holdings
      • Compare Funds
      campaign-touts

      Select up to 3 different funds and compare

  • Products & Services
      Mutual funds

      Managed solutions
    • IA Clarington Managed Portfolios
    • IA Clarington Inhance SRI Portfolios
    • Distinction Portfolios
      • Guaranteed solutions

      Socially Responsible Investing (SRI)
      Tax-efficient investing
    • Corporate class
    • Payout options
    • Tax-advantaged accounts
      RRSP
      TFSA
      RESP
      RRIF
      QROPS
      • Service & purchase options
    • Active ETF Series
    • Series options
    • High net worth (Elite Pricing)
      High net worth (Elite Pricing)
    • Dollar-cost averaging
    • Passive Foreign Investment Company (PFIC)

      • Regulatory documents
  • Portfolio Managers
      IA Clarington Investments Inc.
    • Dan Bastasic
    • Amar Dhanoya
    • Michael Formuziewich
    • Peter Prattas
    • Jeff Sujitno

      • Industrial Alliance Investment Management Inc.
    • Pierre Chapdelaine
    • Marc Gagnon
    • Clément Gignac
    • Sevgi Ipek
    • Gil Lamothe
    • Alexandre Morin
    • Donny Moss
    • Christian Pouliot
    • Pierre Trottier
      • Forstrong Global Asset Management Inc.
    • Tyler Mordy

      • Loomis, Sayles & Company, L.P.
    • Daniel J. Fuss
    • Eileen N. Riley
    • David W. Rolley
    • Lee Rosenbaum

      • PineBridge Investments LLC
    • Steve Cook
    • Anders Faergemann
    • Michael J. Kelly
    • Sunny Ng
    • Steven Oh
    • Agam Sharma
      • QV Investors Inc.
    • Clement Chiang
    • Ian Cooke
    • Darren Dansereau
    • Joe Jugovic

      • Radin Capital Partners Inc.
    • Brad Radin

      • Sarbit Advisory Services Inc.
    • Larry Sarbit
      • Taylor Asset Management Inc.
    • David Taylor

      • Vancity Investment Management Ltd.
    • Dermot Foley
    • Jeffrey Lew
    • Andrew Simpson
  • Active Insights
      Market insights

      Webcasts, podcasts and conference calls

      Investor education
      Monthly commentaries

      Quarterly commentaries
      Videos
      campaign-touts-feb-aboutus

      Insights from top portfolio managers

      Register now
  • Applications & Forms
      Account setup

      RESP forms

      Locked-in accounts
      Distributions & tax information

      PFIC Annual Information Statements
      B2B Bank loan applications & forms
       
  • About Us
      About us
    • Overview
    • Philosophy
    • Leadership
    • Community
      • News items
    • Press releases
    • In the news
    • Advisor events
      • We are iA Clarington
      campaign-touts-feb-aboutus

      Watch our corporate video

       
  1. Applications and Forms
  2. B2B Bank loan forms and guides

B2B Bank loan forms and guides

RSP loan (PDF)

  • RSP loan overview
  • RSP loan guide
  • RSP loan application form
  • RSP loan application process

Investment loan (PDF)

  • Investment loan application overview
  • Investment loan application guide
  • Investment loan application form
  • Investment loan application process

Segregated fund investment loan (PDF)

  • Segregated fund investment loan application overview
  • Segregated fund investment loan application guide
  • Segregated fund investment loan application form
  • Segregated fund investment loan application process

GIF RSP (PDF)

  • GIF RSP loan overview
  • GIF RSP loan application guide
  • GIF RSP loan application form
  • GIF RSP loan application process

Other forms (PDF)

  • Movable hypothec
  • Movable hypothec on an insurance policy
  • Satisfaction piece and release of hypothec
  • Confirmation of assignment
  • Letter of direction
Follow us
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.

  • Prospectus/AIF
  • IRC report to security holders
  • Proxy voting
  • Unclaimed property
  • Disclaimers and important information
  • Glossary
  • Contact us
  • Careers
  • Legal / terms of use
  • Privacy
  • Accessibility
© 2019 IA Clarington Investments Inc.