Due to recent technological and legal changes, we would like to remind you that the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.
As such, effective January 31, 2025, any version of the AWD form prior to 24-11 will be rejected, and the request will need to be resubmitted on the current version, even if all the required information was provided with the request.
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Additional information December 12, 2024 issue of The 360: Updated AWD Forms & Adjustments to Administrative Procedures 34 & 34A |
We thank you for your attention to this matter.
Should you require additional information, 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.