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.
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Virtual Water Cooler Series – Recording Link for Last Session and Invitation to Next Event
February 20, 2025Category: Events
2024 National Business Conference – Accreditation Completed and Conference Replays on Investia Learning
February 13, 2025Category: Top news
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.
Updated Compliance Policies and Procedures Manual (CPPM) – February 2025
February 13, 2025Category: Compliance
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:
Letters of Indemnity – Important Reminders and Considerations
February 13, 2025Category: Best practices
Please find below some key reminders regarding letters of indemnity (“LOIs”).
With the high volume of documents we receive, we would like to remind you of a few best practices for uploading documents to imaging via the Secure File Upload tool.
Please note that Monday, February 17, is a statutory holiday in several provinces, including Ontario, which means that markets and Fundserv will be closed and no trading or settlement will take place on that day.
Click here to get a summary of key information to help you prepare for this year’s RRSP season.
Guaranteed Investment Certificates (“GICs”) in Investia Nominee Accounts – Market Value Corrections
February 6, 2025Category: Top news
Following the October 3 communication regarding incorrect market values in some Investia GIC nominee accounts, we have made the necessary corrections to address the discrepancies. These corrections applied to the following cases:
- Errors in GIC market value following an internal transfer transaction between nominee plans;
- Minor discrepancies in the GIC market value, for certain issuers only, where Univeris showed an extra day in the interest calculation during leap years, while some issuers did not.