To promote digital adoption, we would like to remind you that a contest was launched on August 7 to give clients the chance to win $1,000 by simply logging in to the Investia Client Portal or app. An amount of $1,000 in cash will be drawn each month until December among every client who logs in at least once during the month.

For those of you who may not know, a new global client management initiative was launched on July 18, 2024 (ref. Launch of Global Management memo).

As a follow-up to the June 27, 2024 communication, please be reminded that effective August 28, 2024, Head Office will no longer manually adjust your clients’ AWDs in the event of insufficient funds. This applies to the payment cycle of September 5, 2024 as well as all subsequent AWDs.

As a follow-up to the July 25, 2024 communication, we would like to remind you that the trade settlement cycle changed from T+2 to T+1 effective May 27, 2024.

We are pleased to inform you that a new client marketing document has been made available: the Investia Corporate Profile. This 4-page promotional document provides a high-level overview of Investia and the services we offer as dealer which set us apart in terms of client experience. 

Have you started using it yet? Launched on June 27, 2024, our Automated KYC Update Tool allows clients to review their KYC profile easily, quickly and securely through their Client Portal, and Representatives to approve the KYC much more efficiently.

After a well-deserved summer break, our Water Cooler Chats are now back in full force!

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. 

Following the August 1, 2024 communication, we are pleased to inform you that our client contest was launched yesterday, Wednesday, August 7. To promote digital adoption, this contest will give your clients the chance to win $1,000 for logging on to the Investia Client Portal or Mobile App. All they have to do is log on to the portal or app! $1,000 will be awarded each month until the contest ends on December 31, 2024. 

We are pleased to share with you some excellent news concerning the identification process for global management clients. As you know, we had previously announced that the use of the (*) symbol to identify these clients was a temporary measure. After analysis, we have found a simpler and more permanent way of facilitating this process.