Please be advised that effective Monday, August 12, 2024, Representatives will once again be able to access the “Unsuitable” tile on their Advisor Dashboard in the Advisor Centre. This tile was temporarily suppressed earlier this year due to an internal review.

Please be advised that effective July 26, 2024, the risk rating of each the following funds was increased by Invesco Canada Ltd (“AIM”):

We are thrilled to announce that a brand-new self-serve reporting solution is on the horizon! Starting the week of August 12, 2024, the Advisor Service Fee Invoice report will be the first report available to you through the Advisor Centre. As we continue to fine-tune the new tool, additional reports will be made available to you. Stay tuned via the weekly The 360 Newsletter for updates. 

As a follow-up to the communication sent to you by email on Tuesday, July 23, 2024, we have received confirmation from iA Clarington and CIBC regarding their revised client fee collection date (i.e., July 29 and July 30 respectively). 

Following the July 25, 2024, communication, we are writing to provide you with an update regarding our client contest that was scheduled for launch on August 1, 2024 as part of our Digital Adoption Campaign.

Good news! Following the launch of our automated KYC tool on June 27, 2024, we are pleased to inform you that the joint representative code functionality has been activated. Going forward, your clients under a joint code can also be eligible for automated KYC updates if they meet the other eligibility criteria (ref. Question 4 of the FAQ below).

As part of our year-end process, 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.

Please be advised that the risk rating of the following funds was increased by CI Global Asset Management (“CIG”) effective July 23, 2024, and by TD Asset Management (“TDB”) effective July 25, 2024:

Please be advised that the Product Review Committee will be taking a break for the next two weeks. As a result, we will not follow up on any product review/approval requests between August 5, 2024 and August 16, 2024 for the following products:

• Exchange traded funds (ETF)
• Liquid alternative funds
• Exempt market products
  

Please note that Monday, August 5, 2024 is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.