As a follow-up to the September 5, 2024 communication, we would like to inform you that we will be sending over the bank files to the various financial institutions on September 19, 2024, to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:
- who have provided consent up to and including June 30, 2024;
- who have valid banking information on file;
- whose fee was not redeemed via investments;
- where the Representative has indicated that they are not paying the fee on behalf of the client.
If you have elected to pay the fee on behalf of one or more of your clients, the commission deductions will be processed today, September 12, 2024, and reflect in the September 19, 2024 payment.
For amounts greater than $1,000, commission deductions will occur in equal instalments on the following dates:
- September 12, 2024, and reflect in the September 19, 2024 payment
- October 10, 2024, and reflect in the October 17, 2024 payment (2nd installment)
- November 14, 2024, and reflect in the November 21, 2024 payment (3rd installment)
For more information, we invite you to read the Client Fee FAQ.
Should you have any questions, please do not hesitate to contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548, or by using the chatbot feature on the Advisor Centre.