Update of Commission Report Administrative Procedure

We would like to inform you that Administrative Procedure # 21 – Commission Reports has recently been updated.

Here is a summary of the main changes:

• The procedure has been divided into sections to further clarify the report generation steps;
  
  
• Details have been added concerning the delegation of codes on the iA Advisor Centre.
  
  

You can consult the amended procedure by clicking on the link below. It is also available on the Advisor Centre in the Procedures and Forms / Administrative Procedures section.

Administrative Procedure # 21 – Commission Reports

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