Investment and Retirement

Statement copies will no longer be sent to advisors

Statement copies will no longer be sent to advisors

As of December 31, 2014, we will stop mailing out copies of your clients' transaction statements and investment statements. Investors will however continue receiving their statements by mail.

This decision is part of SSQ Financial Group's sustainable development plan, which aims to contribute to protecting the environment by making improvements to natural resources management.

 

WHICH DOCUMENTS ARE AFFECTED?

 

HOW TO CONSULT STATEMENTS ON OUR SECURE WEBSITE

Statements are posted on our website the day after they are issued. This means that you can access them quickly, even before your clients receive them by regular mail. Please note that you will not be notified when a new document has been posted on the secure website.

To access transaction statements:

Transaction statements are filed by date. Please note that the statements will be archived starting December 31, 2014, and will be available online for a period of three years.

Note: Your clients will also have access to their transaction statements in their archived file.

 


 
NEW AGGLOMERATED FILES OF ALL YOUR CLIENTS' INVESTMENT STATEMENTS
 
To make it easier to consult all investment statements issued on a given date without having to access each client’s individual file, new agglomerated files containing investment statements issued on the same date will be posted on the secure website for advisors starting December 31, 2014.
 
To access investment statement files:

Separate files are produced specifically for SSQ Private Wealth Management clients and for Group contracts/Individual Pension Plans (IPP).

The agglomerated files are sorted chronologically starting from the most recent date. Please note that the statements will be archived starting December 31, 2014.

Within each file, you'll find all the investment statements issued on a given date for all of your clients, filed alphabetically by name.

 



 

Would you like to continue receiving paper statements by mail? No problem!

To continue receiving paper copies, simply notify us now by calling our Client Services at 1-800-320-4887 or by writing to ssqir@ssq.ca.

To avoid any interruption in the mailing of your statement copies, you must let us know before December 19, 2014.

SSQ Financial Group is proud to contribute to the future of our planet and we thank you for your cooperation!