We would like to remind you that you have until 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.

We are happy to introduce our brand new series of online group training focused on using the Microsoft suite to optimize your client experience (CX) and productivity. 

Please be advised that effective June 24, 2024, the usage of the PPI bank card will no longer be permitted. 

Following the July 20, 2023 communication regarding the Electronic Processing Agreement (“EPA”) between fund companies and distributors (Representatives/Head Office), please be advised that Investia will be implementing changes to the Limited Authorization Form (“LAF”) approval process.

As such, effective June 21, 2024, Investia will no longer affix any signatures on the LAF as part of the approval process.

We would like to inform you that as of Monday, June 24, 2024, operating hours for our Client Services for the summer period will be from 8 a.m. to 5 p.m. ET, Monday to Friday.

As previously communicated, since March 2023, quarterly statements have been centralized in the Client Portal (available for consultation via the mirror access on the Advisor Centre) and are no longer archived in Univeris. Statements prior to this date are also available on the Client Portal.

Please be advised that Monday, June 24, 2024, is Saint-Jean-Baptiste Day and a statutory holiday in the province of Quebec. As a result, our services will be maintained during regular business hours, however we will be operating with reduced staff.

As we continuously strive to enhance the communication experience between Investia and our network of advisors and assistants, we consulted with you as part of our most recent Advisor Workgroup and during the course of interviews, to gather feedback on how best we can reshape the way we communicate. We received a lot of positive feedback and suggestions, and our project team is actively working on studying the feasibility of all of them. 

Following the June 1, 2023 communication, we would like to remind you that effective June 1, 2023, you must provide the French version of the following documents to all your Quebec-based clients, regardless of the client’s language, upon account creation:

• Investia NCAF (client-name, nominee and TFSA accounts);
• Investia Relationship Disclosure Information Document (“RDID”). 

Please be advised that following the release of the Univeris update (V24) on June 10, 2024, the “Options” tab in Univeris is no longer available.