We invite you to refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. Please refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents.

We are delighted to announce the creation of two new forms to streamline the management of your nominee group RRSPs. 

Click here to save the dates for the 2025 Virtual Best Business Practice Roadshows.

Please be advised that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on January 1, 2025:

• Mutual funds;
• Exempt market products;
• Restricted practice broker (investment contracts); and 
• Scholarship plans.
  

We would like to thank everyone who joined our Virtual Water Cooler Chat last Thursday. For those who missed it, you can watch the presentation by clicking on the recording link below. 

We would like to inform you that the presentation accreditation process for last year’s National Business Conference, held from October 8 through 10, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.

The last days of the RRSP campaign are already fast approaching! To ensure timely processing of your one-time PACs (also known as pre-authorized debits or PADs) programmed for March 3, a new process will be implemented for the 2025 investment period. In addition to the regular cycle launched in the morning, a second PAC cycle will be launched at 11 p.m. on March 3, 2025. 

Since the beginning of the year, we have noticed an increase in the number of cases of insufficient funds in clients’ AWDs.

Investia’s Compliance Policies & Procedures Manual (“CPPM”) has been updated to reflect recent policy changes and enhancements arising from internal and regulatory developments.

For ease of reference, below is a list of high-level material changes made to the CPPM:

Please find below some key reminders regarding letters of indemnity (“LOIs”).