As mentioned in the June 27, 2024 communication and as outlined in Administrative Procedure #34A – Automatic Withdrawal Deposits (AWD) – Investia Nominee Accounts, it is the responsibility of the Representative to ensure that the unit balance within a particular fund is sufficient to allow the scheduled systematic payment to be made.  

Please be reminded that we will be conducting system maintenance tomorrow, Friday, July 26, 2024. As a result, Univeris will be unavailable tomorrow from 10 p.m. to midnight ET.

As announced in the July 4, 2024 communication, we are ready to officially launch our new global client management initiative.

We would like to inform you that Q2 statements (from April 1 to June 30, 2024) will be available before the end of the week in the Investia Client Portal for all clients registered for e-delivery. For clients opting to receive paper statements, they will be mailed out to your clients shortly. 

Following the July 11, 2024 communication, we would like to remind you that this year’s client administrative fees will be processed and taken from client-name accounts starting tomorrow, Friday, July 19, 2024.

On July 4 (click here to read the communication), we announced the launch of a new online course, aimed at increasing the overall level of mastery of regulatory requirements in order to reduce the most frequent compliance failures.

We are pleased to inform you that a brand-new section has just been added to the accordion on the Advisor Centre.

Please be advised that we will be conducting a system maintenance on Friday, July 26, 2024. 

As a result, the Univeris system will be unavailable from 10 p.m. to midnight ET on July 26, 2024.

We would like to remind you that this year’s client administrative fees will be processed and taken from clients’ accounts as follows:

• For nominee accounts: fees will be taken from clients’ accounts over the weekend of July 13-14, which means transactions will be visible on Monday, July 15.
  
  
• For client-name accounts: fees will be processed on or about Friday, July 19.

The new online group training series titled “Enhancing Client Experience (CX) Using the Microsoft Suite” kicked off last Tuesday. Here’s a quick reminder, summarizing the 5 themes covered in this series, which is offered throughout the summer season.