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Delivery of Tax Slips and Fee-Based Invoices – Investia Nominee Accounts

January 30, 2025

Category: Top news

We would like to inform you that we’ll regularly be updating you on the progress of our tax slip and fee-based invoice mailing process via The 360 Newsletter.

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Important Reminder – Updated AWD Forms

January 30, 2025

Category: Top news

Due to recent technological and legal changes, we would like to remind you that the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.

As such, effective January 31, 2025, any version of the AWD form prior to 24-11 will be rejected, and the request will need to be resubmitted on the current version, even if all the required information was provided with the request. 

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Updated Relationship Disclosure Information Document (RDID)

January 30, 2025

Category: Compliance

The Investia Relationship Disclosure Information Document (“RDID”) has been recently reviewed and amended. The key reasons for these changes are as follows:

  • Regulatory requirements: To address conflicts arising from fee-based accounts; and

  • Industry changes: The MFDA Client Complaint Information Form (CCIF) has been replaced with the CIRO Complaints Brochure.
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2025 Virtual Best Business Practice Roadshows – Save the Dates!

January 30, 2025

Category: Events

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

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Reminder – Status of Automatic Conversion of Free Units

January 30, 2025

Category: Best practices

Clients can request to have their 10% free and mature units automatically converted into 0% front-end load funds at the end of the year. Below are important reminders pertaining to this process:

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Letters of Indemnity – Important Reminders

January 30, 2025

Category: Best practices

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

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Estate Processing – Four Useful Tips

January 30, 2025

Category: Best practices

As a reminder, below are four useful tips which will help streamline the processing of estate requests and ensure the timely liquidation of deceased client accounts with the executor and/or beneficiaries:

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Univeris System Maintenance

January 30, 2025

Category: Business tools

Please be advised that we will be conducting system maintenance tomorrow, Friday, January 31, 2025. 

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Availability of December 31, 2024 Statements

January 23, 2025

Category: Top news

Please be advised that Q4 client statements (from October 1 to December 31, 2024) will be available in the Investia Client Portal before the end of the week for clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

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Important Reminder – Updated AWD Forms

January 23, 2025

Category: Top news

As we mentioned in our December 12 communication (ref. Updated AWD Forms & Adjustments to Administrative Procedures 34 & 34A), due to recent technological and legal changes, the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.

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