Please be advised that the Product Review Committee will be taking a break for two weeks. Specifically, there will be no product approval/review process from December 23, 2024 to January 3, 2025 inclusively for the following products:

• Exchange traded funds (ETF)
• Liquid alternative funds
• Exempt market products
  

Please be advised that effective November 28, 2024, the risk rating of each the following funds was increased by Dynamic Funds (“DYN”):

A mandatory Univeris upgrade is required on Tuesday, December 31, 2024, between 4:00 p.m. and 11:00 p.m. ET. During this time, Univeris will be unavailable.

As a reminder, Head Office operating hours during the Holiday season are as follows:

December 24: 8:00 a.m. to 2 p.m. (reduced staff)
December 25 & 26: closed
December 27, 30 & 31: 8:00 a.m. to 5 p.m.
January 1: closed
January 2: 8:00 a.m. to 5 p.m. (reduced staff)

Given the ongoing Canada Post strike, which is likely to extend through the holidays, we strongly advise you to prompt your clients to sign up for the Client Portal and e-delivery as soon as possible, if they haven’t done so already. This will ensure they receive their next quarterly statement as well as their tax slips on time. We remind you that clients can change their document  delivery preferences on the Client Portal at any time.

With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.

Due to recent technological and legal changes, the following documents have been updated accordingly:

• Order Instruction Forms for Systematic Withdrawals (F51-326A for nominee accounts and F51-394A for client-name accounts*); and
  
  
• Administrative Procedures #34 and #34A related to automatic withdrawal deposits (AWDs) (for client-name/intermediary and nominee accounts, respectively).

This memo aims to provide clarification regarding the witness confirmation process for client signatures on legal documents. Recently, there have been issues with documents not meeting the necessary requirements. 

Good news! We have collaborated closely with the iA Clarington team to make accessing their Advisor Hub easier for you.

It can sometimes be tricky to find relevant, up-to-date content, tools and promotional materials that meet your clients’ specific needs.

To assist you, if you don’t already know it, the document included herein, Investia Marketing Materials for Clients, summarizes our marketing resources for clients.