Client Fee Dashboard – June 30 Deadline

Please be reminded that you have until Sunday, June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

As a reminder, client fees have been harmonized at $50 plus tax for all clients, whether they hold client-name, nominee or intermediary accounts.

Note:

For nominee accounts: the Client Fee will be taken from clients’ accounts over the weekend of July 15.
For client-name accounts: we will work with our fund company partners to process the fees on or about July 19.

Once the fees are settled and reconciled from these two processes, and only where we have not been able to pull the fee from the client’s investments, the Client Fee will be taken from the client’s bank account if consent and banking information are on file.

FAQ
Should you require detailed information about the client fee billing process, please click here to read the FAQ, also available on the Advisor Centre under Communications / Client Fee.

Should you have any questions, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.

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Client Fee Dashboard – June 30 Deadline – Action Required

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