Please be reminded that you have until March 15, 2024 to complete the “Annual Review of Professional Activities” (“ARPA”) for 2023. The questionnaire is available on the Investia Advisor Centre for online completion. Simply log into the Advisor Centre, then click on the “ARPA Survey” icon on the home page.

We remind you that the completion of the ARPA questionnaire is a mandatory requirement to ensure that your National Registration Database (“NRD”) records remain up to date and accessible for the applicable provincial securities commissions and CIRO.

Reminder of important considerations

• The questionnaire covers the period between January 1, 2023 and December 31, 2023 and must be completed by all registered individuals (Representatives, Branch Managers, Alternate Branch Managers, Associate Advisors, Junior Advisors and Licensed Assistants), with or without a book of business, except for those who joined Investia after September 30, 2023.
  
  
• You must complete the questionnaire using your own primary representative code. Note that licensed assistants have their own primary codes.
  
  
• Please answer all the questions in each section of the questionnaire.
  
  
• If you submitted an outside activity approval request during the last five years and received an email confirming its approval, please do not complete another “Outside Activity Approval Form”.
  
  
• All your “Outside Activity Approval Forms”, as well as any other required documents, must be sent to Investia at arpa@investia.ca for review no later than March 15, 2024.
  
  
• After completing the questionnaire, you will be redirected to the Advisor Centre. 
  
  
• As a reminder, if your user access to the Advisor Centre is inactive, you can reactivate the status by contacting Client Services.