Launch of Global Client Management

Written by Investia | July 18, 2024 4:15:00 Z PM

As announced in the July 4, 2024 communication, we are ready to officially launch our new global client management initiative.

Global management will provide you with a new way to manage your client’s plans upon performing their KYC updates, with the aim of increasing efficiency and improving your practice. In a nutshell, it will allow you to combine plans that share the same eligibility criteria (i.e., same intended use, for individual accounts only, etc.) so that you can manage the client’s assets globally in a more holistic approach.

This will not only increase efficiency for you and your clients, it will also simplify compliance supervision and potentially reduce inquiries.

Support materials
For everything you need to know about global client management, the following materials have been made available:

A frequently asked questions document;
A video for Representatives;
A step-by-step administrative procedure (#65) to get started with global management for your eligible clients.

Coming soon
Our team is currently working on adding a “Global Management” checkbox to the NCAF/KYC Update Form. More information will be provided about the form update in the 360.

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

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