As you are aware, a minimum annual payment (MAP) is mandatory for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.
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Effective April 29, 2024, Investia introduced a new process for adding clients’ banking information to Univeris via the Advisor Centre. The process has been in place for a couple of months, and we would like to take this opportunity to remind you of a few key steps to ensure a smooth process for both Representatives and Head Office.
Please be advised that effective June 28, 2024, the risk rating of the following funds was increased by SLGI Asset Management Inc. (SUN).
We hope you enjoy the new format (Web and email).
For more information, click here to read the June 13, 2024, communication.
As mentioned in the June 20, 2024 communication, the automated KYC update tool is now ready for use. Simply log into the Advisor Centre and access the “Client Search” section on the homepage (“View all clients”) to start performing your first automated KYC updates.
Please be reminded that you have until Sunday, June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.
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.
Effective April 29, 2024, Investia introduced a new process for adding clients’ banking information to Univeris via the Advisor Centre. The process has been in place for a couple of months, and we would like to take this opportunity to remind you of a few key steps to ensure a smooth process for both Representatives and Head Office.
Please be advised that our office will be closed on Monday, July 1, 2024, for Canada Day. We will resume normal business hours on Tuesday, July 2.
On behalf of all the team at Investia, Happy Canada Day to everyone!
Great news! As mentioned during our recent Best Business Practices Roadshows, we are pleased to announce the official launch of our automated KYC update tool.
