With the arrival of RRSP and tax season, Investia recognizes that the next few months are often the busiest period for our Representatives. As such, our goal is to reduce compliance inquiries, delays and obstacles that you may receive during this time. We hope taking note of the information below will have a positive impact on your client relationships through improved processes, more efficient client meetings and a reduction in the amount of time spent on administrative tasks.  

Good news! With the goal of facilitating the estate process, we are pleased to inform you that a new uploading option has been added to the Secure File Upload Tool on the Advisor Centre. Going forward, simply select the “Estate processing (Nominee accounts)” option to send us your nominee estate documents for processing via the upload tool.

With the high volume of documents we receive, we would like to take this opportunity to remind you of a few best practices regarding the upload of documents to imaging via the Secure File Upload tool.

We would like to inform you that a completely revised and improved version of the PureFees Representative Guide is now available to reflect certain changes made to the PureFees operating system.

Good news! Our parent company iA Financial Group (iAFG) is proud to inform you that one aspect of its corporate brand image is evolving.

5 Email Best Practices
Each week, we will be providing you with a friendly reminder of email best practices.

#4 – Analyze the context of emails

We have been advised that 3 major email providers, i.e., Google, Yahoo and Apple, will imminently be implementing new email authentication requirements for all email senders. These new requirements will provide their users with a spam-free inbox significantly reducing the risks of direct domain spoofing and email phishing attacks. 

We are happy to share that in 2024, we are implementing a harmonized fee structure across all client account types.

We would like to inform you that the “Annual Review of Professional Activities” (“ARPA”) questionnaire will be available on Thursday, February 8, 2024 on the Investia Advisor Centre for online completion.