Purchases by Electronic Funds Transfer – Soon Available in Nominee Accounts

Good news! As previously announced, we are pleased to confirm that starting September 16, 2024, it will be possible to make purchases via electronic funds transfer (“EFT”) deposit in Investia nominee accounts.

As previously this option was only available for client-name accounts, we hope this long-awaited enhancement will meet a significant demand and make your day-to-day operations easier.

The following documents have been updated and will be made available to you as of September 16:

• Administrative Procedures #2 – Purchase and #11 – Wire Order Rejection and Trade Cancellation, will be available on the Advisor Centre under Procedures and Forms / Administrative Procedures. 
• Purchase Order Instruction Form will be available in Univeris, under Generate Forms.