Following the July 11, 2024 communication, we would like to remind you that this year’s client administrative fees will be processed and taken from client-name accounts starting tomorrow, Friday, July 19, 2024.

For nominee accounts, this process was completed over the weekend of July 13-14, which means transactions have been visible since Monday, July 15.

If we are unable to process the client fee by taking it from the client’s investments, we will be charging the client fee to the client’s bank account if we have consent and banking on file. This will happen once we reconcile the fees from investments, and we will communicate the date in an upcoming issue of The 360. We anticipate this to occur in late July or early August.

As a reminder, client fees have been harmonized at $50 plus tax for all clients, whether they hold client-name, nominee or intermediary accounts. If we are unable to collect the client fee due to missing consent or banking, the fee will accrue to next year.

Should you have any questions, we invite you to contact our Client Services Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.