Following the September 5, 2024 communication, we would like to inform you of an amendment recently made to Administrative Procedures # 47 – Electronic Funds Transfer – Investia Nominee Accounts and #47A – Electronic Funds Transfer (EFT) - Purchase in a Client-Name Account. More specifically, these procedures were reviewed, and clarifications related to EFTs from a third party’s bank account have been added.
You can consult the amended procedures by clicking on the links below. They are also available on the Advisor Centre in the Procedures and Forms / Administrative Procedures section.
Reference