iA Financial Group has expanded its preferential pricing program. Clients now benefit from easier access to lower fees for segregated funds—up to 0.61%— and the ability to share this pricing with immediate and extended family.
Read: Seg funds for estate planning: advantages and pitfalls
The firm introduced its pricing program in 2015, giving reduced management fees to those with a minimum asset threshold of $300,000.
Now, all clients who have assets with iA Financial Group can create family groupings to combine assets with any family members living at the same address, making it easier to reach the required minimum. Once eligible, group members automatically benefit from the reduced fees (up to 0.61%).
In addition, if requested, group members can share this benefit with members of extended family, regardless of asset level or place of residence.
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