In today’s increasingly competitive landscape, attracting and retaining high-net-worth clients requires a commitment to exceptional service and the ability to deliver premium investment offerings at preferred prices.
iA Clarington offers three ways for your clients to access Elite Pricing.
FUND-LEVEL DISCOUNTS STARTING AT $100,000
Clients can access significant savings with Elite series discounts when they have $100,000 invested in a single fund in a single account.1
Our Elite series was designed with your business in mind:
- Fully automated discounts, so you never have to worry about series suitability2
- Elite series is available in a variety of purchase options to seamlessly fit into your business, including:
TIERED ACCOUNT-LEVEL REBATES BACK TO DOLLAR ONE
When a client’s holdings across all series reach $250,000 in a single account,1 the investor qualifies for our automated tiered rebates.3 These rebates come in addition to any Elite series discounts the client already receives and apply to every dollar invested.
Along with Elite series discounts, tiered rebates allow you to continue meeting your high-net-worth clients’ pricing expectations as their wealth grows.
IA Clarington Elite Pricing includes two unique householding opportunities. With a simple, one-time account-linking form, your high-net-worth clients can extend the benefits of Elite Pricing to family members living at the same address. These benefits can also be extended to the primary account holder’s other accounts.
Householding with iA Clarington mutual funds
Primary account holder reaches $250,000 in iA Clarington mutual funds (all series) in a single account.
The tiered account-level rebates are applied to each linked account, all the way back to dollar one.
Householding with IA Clarington Managed Portfolios
Primary account holder reaches $100,000 in an IA Clarington Managed Portfolio in a single account.
Primary account holder’s Elite series discount is applied to linked accounts invested in IA Clarington Managed Portfolios.
Once the primary account holder reaches $250,000 in a single account, the tiered rebates apply to each linked account, all the way back to dollar one.
iA Clarington has the right to change or cancel any part of this program at any time. 1Not available on Money Market Fund, Short-term Income Class, Bond Fund Series F, and Series V of the Inhance Monthly Income SRI Fund, Inhance Canadian Equity SRI Class, Inhance Global Equity SRI Class and Inhance Growth SRI Portfolio, Series I and Series O. 2Auto-switching subject to dealer approval. Automatic switches are not available for DSC securities held within seven years of the original purchase date or for low-load securities held within three years of the original purchase date. 3A management fee rebate may result in tax implications in non-registered accounts. HST is also applicable on the rebates, management fees and advisor service fees.