As you may already know, clients may request to have their 10% free and mature units automatically switched into 0% front-end load funds at the end of the year. Below is a reminder of the procedure to request this for your client based on the type of account:

We are pleased to invite you to our next Water Cooler session, which will be held on Thursday, February 15, 2024.

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

#2 – ALWAYS move your mouse over URL links without clicking

We would like to inform you that Q4 statements including CRM2 reporting, and KYC Client Profile information will be available in the Investia Client Portal for all clients registered for e-delivery next week. For clients opting to receive paper statements, they will be mailed out to our clients soon after. 

We are pleased to inform you that, in addition to the digital courses available on Investia Learning, you will soon be able to register for various online trainings given by our instructors. These courses will be in the form of virtual classrooms with the ability to interact with the instructor, as well as other participants.

As a reminder, the Business Tracker tool was launched to provide you with visibility on the status of various transactions processed within Head Office. More specifically, we recently integrated transfers out within this tool, which allows us to provide updates as soon as we receive a request instead of sending an email after the transaction has been processed.

As we are in the midst of busy RRSP season, we wanted to remind you that the Business Tracker tool is a great way for you to follow up on your various requests sent to Investia, without having to contact Client Services for updates.

Please be advised that effective June 2023, the risk rating of the following exchange traded fund (“ETF”) was increased by Harvest Portfolios Group Inc. as follows:

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

#1 – ALWAYS check the sender's email address

With RRSP season just around the corner, we are anticipating an increase in the number of documents sent for imaging and processing, and as such we would like to provide you with important reminders and information about document transmission.