In order to facilitate the opening of your clients’ accounts with all the necessary documentation, we would like to remind you that our “Forms Checklist (Appendix 4)” is available for you to use. You can access this document in the Document Centre of the Advisor Centre via this link:  Forms Checklist (Appendix 4).

Please note that the checklist has recently been updated, both in terms of content and layout. The new dynamic PDF version now allows you to check boxes directly.

We invite you to make good use of this tool to help avoid inquiries from the Compliance team, which is responsible for ensuring that all mandatory documents are completed, signed and indexed for each client account application.

Should you have any questions, please contact your Compliance Officer or our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.