EVO – New issue of a Non-registered contract

Open your Google Chrome web browser,

1. Go to your Advisor Centre 2. Select: EVO

3. Select: Launch EVO

A paperless Non-registered savings plan application with EVO!

EVO – New issue of a Non-registered contract

4. Select: New contract

5. Select: Continue

Hello

EVO – New issue of a Non-registered contract

6. Provide client information

7. Enter client’s financial information

EVO – New issue of a Non-registered contract

8. Identify client’s objectives and select Non-registered savings plan

EVO – New issue of a Non-registered contract

9. Define client’s investment horizon

10. Determine client’s risk tolerance

EVO – New issue of a Non-registered contract

11. Define client’s investment contributions

12. Allocate investment portfolio

EVO – New issue of a Non-registered contract

13. Identify plan’s participants

14. Complete client information and obtain two pieces of client ID

Client will need to provide two valid pieces of ID and will have to display them on camera if advisor is not in client’s presence. You must be able to read the information on the ID. Copies of these documents must not be sent by text or email.

For each piece of identification, a list of values will offer the types of valid ID.

The first piece needs to be a photo ID and should be used to validate client’s name and date of birth. The following information must be entered:

- Document number - Country of issue- Expiration date - Province of issue

The second piece should be used to validate the client’s name and address. Only the name and document number are required. In EVO, under "Document name", you must enter both the name of the document AND the issuing organisation (e.g. Statement of account for March 2020 - Hydro Quebec). For the "Document number", the account number should be used, except for when the document is issued from a financial institution, in which case the invoice or statement number may be entered as a valid value.

*Note :• Provincial health insurance cards may NOT be used if prohibited by provincial law (e.g.

Ontario, Manitoba, Prince-Edward-Island)• Only insurance documents provided by companies other than iA are admissible as a

piece of identification.

EVO – New issue of a Non-registered contract

EVO – New issue of a Non-registered contract

15. State the beneficiaries

16. Indicate if your client or their family members are politically exposed foreign persons

EVO – New issue of a Non-registered contract

17. Indicate if your client or any family members are politically exposed domestic persons

18. Indicate if you client or any family member is the head of an international organisation

EVO – New issue of a Non-registered contract

19. Enter client’s banking information

20. Specify commission split (if any)

EVO – New issue of a Non-registered contract

21. Determine client preferences

22. Validate information in the summary

EVO – New issue of a Non-registered contract

23. Begin signature process

24. Client signature

EVO – New issue of a Non-registered contract

25. Confirm transaction