Please be reminded that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on December 31, 2023:
Fees were assumed for you by Investia in January and the required payments will be deducted from your commissions deposited on March 14, 2024 (pay period 2024-10) as indicated below unless you have elected to pay these fees by credit card via ePay.
Other fees (applicable to Quebec-registered Representatives only)
Exempt market products $502.00
Scholarship plans $313.00
Restricted practice broker (investment contracts) $502.00
NRD user fees
$86.00 for the province of residence. Good news! Fees previously charged for each additional province have been cancelled.
Contribution to the Chambre de la sécurité financière (“CSF”)
Once again this year, the membership contribution was paid by Investia at the beginning of the year to accelerate the process. These fees are applicable to all Quebec-licensed Representatives ($384.00 + sales tax in effect in Quebec).
Should you require any additional information, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.