This year’s client administrative fees have been processed and withdrawn from clients’ accounts as follows: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 for most fund companies, except for Dynamic Funds. For Dynamic Funds, the fees will be withdrawn from your clients’ assets tomorrow, Friday, August 8.
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.
