Integrated Standards Policy (AODA)

1.1 Company commitment

Industrial Alliance Insurance and Financial Services Inc. (“IA”) and our subsidiaries strive to provide goods and services in a way that respects the dignity and independence of people with disabilities. We recognize our obligations under the Accessibility for Ontarians with Disabilities Act, 2005 (the “AODA”). We are committed to giving people with disabilities the same opportunity to access our goods and services and to benefit from those services, in the same place and in a similar way as other customers.

1.2 Definitions:

Accessible Format – means a format of communication that may include but is not limited to large print, recorded audio and electronic formats, Braille or other format usable by persons with disabilities;

Communication Support – means a communication method that may include, but is not limited to, captioning, alternative augmentative communication supports, plain language, sign language and other supports that facilitate effective communications with persons with disabilities.

Ontario Employees - means employees of IA and its Ontario Subsidiaries that are employed in Ontario

Integrated Standards - means the Integrated Accessibility Standards, Ontario Regulation 191/11 (the “Integrated Standards”) under the AODA

Large Ontario Subsidiaries - means the Ontario Subsidiaries that have at least 50 employees in Ontario.

Ontario Subsidiaries - means the IA subsidiaries that have at least one employee in Ontario

1.3 Multi-year accessibility plan

IA and its Large Ontario Subsidiaries will develop and maintain a multi-year accessibility plan (pdf, 16 kB) as required under the Integrated Standard. The purpose of the plan is to ensure compliance with the Integrated Standards. The plan will be reviewed and updated at least once every five (5) years.

1.4 Meeting the requirements of the Integrated Standards

IA and its Ontario Subsidiaries will comply with the requirements of the Integrated Standards. This will include developing procedures in the following areas:

Training

Training will be provided for Ontario Employees and volunteers as well any person who provides goods or services in Ontario on behalf of IA and its Ontario Subsidiaries.

Training will be provided in accordance with the Integrated Standards and will include:

a) the requirements of the Integrated Standards;
b) the Ontario Human Rights Code as it pertains to persons with disabilities
c) this Policy and any changes to it

Information and communications

A person with a disability will be provided with an Accessible Format or Communication Support where one is requested. The format or support will be provided in a manner that takes into account the person’s disability.

Accessible website

Website and website content will be developed to comply with the requirements of the Integrated Standards.

Employment processes

Employment processes and procedures will be developed for Ontario Employees in the following areas, to meet the obligations under the Integrated Standards:

Individual employee accommodation plans

Processes for the development of documented individual accommodation plan for an Ontario Employee will include the following elements:

a) Involvement in the development of a written plan
b) Consideration of the disability on an individual basis
c) Seeking out, as may be required, medical or other expert’s opinion on accommodation needs
d) Consideration of how other representatives or agents may be involved in the process
e) A commitment to protect personal information within the confines of the process
f) Establishment of a regular review process as needed
g) Communication of the plan in an Accessible Format, where requested.

Return to work process

The development of a return to work process for Ontario Employees who have been absent due to their disability and require accommodation to return to work will include the following elements:

a) Developing a written plan that outlines the steps required to help facilitate the return to work
b) Ensuring that any return to work plan takes into consideration an individual accommodation plan, where one exists.

Documentation

This Policy will be available to the public in accordance with the Integrated Standards and can be provided, upon request, in Accessible Format where required.

Feedback & questions

Feedback, questions or concerns regarding this policy can be provided in writing, by email, by telephone or other Accessible Format, when requested due to a disability.

Feedback for Industrial Alliance Insurance and Financial Services Inc.

Complaints Officer
Industrial Alliance Insurance and Financial Services Inc.
1080 Grande Allée West
PO Box 1907, Station Terminus
Quebec City, Quebec  G1K 7M3
Telephone: 1-800-463-6236
Email: ombudsman@inalco.com

Feedback for IA Clarington Investments Inc.

Compliance Officer
IA Clarington
522 University Ave.
Toronto, Ontario  M5G 1Y7
Telephone: 1-888-860-9888
Email: funds@iaclarington.com

Feedback for FundEX Investments Inc.

Chief Compliance Officer
FundEX Investments Inc
400 Applewood Crescent, 3rd Floor
Vaughan, Ontario  L4K 0C3
Telephone: 1-800-324-6048
Email: complaints@fundex.com

Feedback for Investia Financial Services Inc.

Chief Compliance Officer
Investia Financial Services Inc.
6700 Pierre-Bertrand Boulevard, Suite 300
Quebec City, Quebec  G2J 0B4
Telephone: 1-888-684-5548
Email: complaints@investia.ca

Feedback for Jovian Capital Corporation/TE Financial Consultants/TE
Investment Counsel/Leon Frazer & Associates/Forstrong Global Asset
Management/Felcom Data Services Inc./FIT

Jovian Capital Corporation:
26 Wellington St. E, Suite 920
Toronto, Ontario M5E 1S2
Telephone: 1-866-234-2552

Feedback for L’Excellence

Complaints Officer
The Excellence Life Insurance Company
5055 Métropolitain Blvd. East, Suite 202
Montreal, Quebec  H1R 1Z7
Telephone: 1-800-465-5818
Email: customerservice@iaexcellence.com

Feedback for IA Securities

Complaints Department
Industrial Alliance Securities Inc.
6700 Pierre-Bertrand Blvd., Suite 300
Quebec City, Quebec  G2J OB4
Telephone: 1-800-361-7465
Email: complaints@iagto.ca