As we wrap up another successful edition of our Best Business Practices Roadshows, we would like to thank you for attending in such large numbers this year. Your interest and participation are very important to us!

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.

Please be advised that we will be conducting system maintenance for Univeris on the weekend of June 7, 2024.  As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and Mobile App will be unavailable, for viewing and trading purposes, from Friday, June 7, 2024, 9:00 p.m., to Sunday, June 9, 2024, 5:00 p.m. (ET).

We would like to inform you that the online group training offer will be limited between June 15 and September 15.

Always with the goal of achieving the highest level of efficiency for you and your clients, we would like to provide an important reminder regarding internal transfers between two Investia nominee accounts.

Good news! Starting the week of June 3, 2024, clients will be able to select their document delivery mode on the Investia mobile app as well based on the following document types:

• Statements
• Tax documents
• Transaction documents

Please be advised that the following improvements will be made to the KYP tool effective June 3, 2024.

Currently, the North American investment industry supports a trade date plus two business days (T+2) transaction settlement period. However, the U.S. Securities and Exchange Commission (“SEC”) mandated the U.S. market participants to shorten this settlement cycle from T+2 to T+1, which has prompted the Canadian Capital Markets Association (CCMA) to announce to move in tandem with the U.S. market and support a T+1 settlement period standard in Canada.

We would like to inform you that changes have been made to the Client Fee FAQ to clarify the following: