Client Fee – Fee Waiving for Representatives and Updated FAQ

As part of our fee structure harmonization initiative, we are waiving the Client Fee for Representatives’ personal and corporate accounts, as well as for those of their spouses and assistants (Investia nominee accounts only). 

If you would like the fees waived for yourself, your spouse and/or your Investia assistant, please click on the link below to complete a short survey (while ensuring to provide the applicable client IDs) and return it to us no later than Thursday, May 16, 2024.

Advisor Survey – Investia Client Administrative Fees*

*The survey language can be changed from the top-right corner of the survey.

Updated FAQ
The Client Fee FAQ has been updated to incorporate the following two changes:

• Question 3 – Addition of a note regarding accounts with GICs and/or ETFs only;
• Questions 29-31 – New questions regarding the fee waiving for Representatives, their spouses and Investia assistants.