This year’s client administrative fees will be processed and withdrawn from clients’ accounts as follows:
- Nominee accounts: between July 12-13, with payment visible on July 14.
- Client-name accounts: between July 18-20 at most fund companies, and as late as August 8 for others (i.e., like Dynamic Funds).
iA Clarington Relationship Pricing Program
If the client qualifies for the iAC waiver this year but has unpaid fees from previous years, the $50 fee (plus tax) fee will be waived for 2025, and any outstanding fees will be charged, provided we have consent on file.
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Should you have any questions, we invite you to contact our Client Services Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.
