We are pleased to announce the release of an updated version of Investia’s Compliance Policies & Procedures Manual (“CPPM”), reflective of policy changes and enhancements arising from internal, regulatory and harmonization developments made over the past year.

Click here to view this new edition of the CPPM, which is currently available on the Advisor Centre under the Guides & Training / Compliance section. This version will replace any former versions of the CPPM. For ease of reference, below is a list of high-level material changes made to the CPPM:



Should you have any questions or require additional information, please do not hesitate to contact your Compliance Officer.