Investment and Retirement

Changes to the statement of investments

SSQ Financial Group is making changes to the Statement of Investments for RRIFs and/or LIFs as of January 1, 2018.

The changes are:

• The confirmation of payment options for 2018 will now be included in each statement, starting with the one covering the period from January 1 to December 31, 2017. By integrating this new information, the individual confirmation letter (paper or digital) to customers and their advisors will no longer be necessary.
• The new Information on available payments section will provide the following information:
  • account balance as at December 31
  • minimum amount paid to the customer
  • maximum amount that can be paid to the customer (in the case of LIFs) and the requested amount
• The Information on available payments section will be available on the annual January 1 to December 31 statements only.
• Information related to the confirmation of payment options for RRIF and/or LIF plans will appear in the Notes section of the statement.

Please note that you can access your clients' investment statements at any time on our secure website.

For more information about these changes, contact your representative or SSQ Customer Service.