The 360

We have recently observed a significant increase in the number of incomplete or incorrectly filled forms being submitted. To ensure your requests are processed efficiently, promptly, and without error, we would like to remind you of the importance of completing all required forms fully and accurately before submitting them to Head Office.

This includes, but is not limited to:

• Order Instruction Forms
  Very often, the fund description is missing, the representative’s signature is absent, and the banking information is incomplete or not provided, etc.
  
  
• Government Forms required for certain transactions
  Common errors include the spouse section left blank, missing witness signatures, and important checkboxes left unchecked, even though they are required to process the file accurately.
  
  
• AWD forms
  The effective date of the change or start date is often missing, the banking information to be used is not specified, and the requested change is poorly defined or ambiguous, etc.
  
  

An incomplete or incorrectly filled form may result in:

• a delay in processing the request;
• an error in the transaction processing; and
• rejection of the transaction; etc.
  
  

Important considerations

• Any error resulting from an incomplete or incorrect form will be the responsibility of the Representative. 
  
  
• Investia reserves the right to reject any document that is not properly completed.
  
  
• Please ensure that you are using the correct form based on the type of request. Using an inappropriate form may lead to delays or rejection.