As a follow-up to the September 12, 2024 communication, we would like to remind you that we will be sending over the bank files to the various financial institutions today, Thursday, September 19, 2024 to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:

The 8th edition of iA Financial Group’s Canada-wide philanthropic contest is open! To mark the occasion, iA will be giving out $500,000 in donations. 

This year, the contest is focused on supporting Canadian charities that work in the health, education, environment or social services fields and have a mission, or a component of their mission, which supports people struggling with social issues such as homelessness, food insecurity, dropping out of school, addictions, violence, mental health or isolation.

In order to facilitate the opening of your clients’ accounts with all the necessary documentation, we would like to remind you that our “Forms Checklist (Appendix 4)” is available for you to use. You can access this document in the Document Centre of the Advisor Centre via this link:  Forms Checklist (Appendix 4).

We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, September 12. For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – September 12, 2024

Following the August 29, 2024 communication, we would like to remind you that holders of a nominee RRSP or LIRA/locked-in RRSP who will have reached age 71 by December 31, 2024 must transfer their account to a RRIF or LIF before year end.

We are excited to announce the dates for the 2024 Virtual Conference for Administrative Personnel. 

Following the September 5, 2024 communication, we would like to inform you of an amendment recently made to Administrative Procedures # 47 – Electronic Funds Transfer – Investia Nominee Accounts and #47A – Electronic Funds Transfer (EFT) - Purchase in a Client-Name Account. More specifically, these procedures were reviewed, and clarifications related to EFTs from a third party’s bank account have been added.

Good news! As previously announced, we are pleased to confirm that starting September 16, 2024, it will be possible to make purchases via electronic funds transfer (“EFT”) deposit in Investia nominee accounts.

Following the launch of the Business Tracker last year, we are pleased to announce that we have made an enhancement to this tool.

Effective September 12, 2024, in the “Processing Timelines” section, a column will be added next to the existing estimated timelines to indicate the current processing times. This column will allow you to view the status of delays, if any.

We are happy to introduce to you the new online group training courses that are now available on Investia Learning.