As you may already know, Fundserv, and therefore Univeris, requires the gender of the beneficiary when opening a Registered Education Savings Plan (RESP) account that holds segregated funds, as the premium calculation is based on the age and gender of the beneficiary. However, due to a system limitation, this requirement is mandatory for all RESP beneficiaries, whether or not they hold segregated funds.

We are pleased to announce the update of our mandatory training on anti-money laundering (AML) and anti-terrorist financing (ATF), now available on Investia Learning. As this topic is a priority for our industry, it is necessary to complete this training every two (2) years to keep knowledge current and enhance your skills in identifying indicators and reporting suspicious transactions.

Please be advised that effective September 27, 2024, the risk rating of each the following funds was increased by Mackenzie (“MFC-MRD”):

As you know, as part of our Digital Adoption Campaign, we launched a contest last August offering clients the opportunity to win $1,000 by logging into the Investia Client Portal or app. The contest will run until December, and we are very enthusiastic about its potential success. 

As announced on April 27, 2023 and in other communications, members of the New Self-Regulatory Organization of Canada approved the new name of this organization to Canadian Investment Regulatory Organization (“CIRO”) following the amalgamation of the Investment Industry Regulatory Organization of Canada (“IIROC”) and the Mutual Fund Dealers Association (“MFDA”) on January 1, 2023.

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.

Please be advised that Monday, September 30, 2024, all banks will be closed because of National Day for Truth and Reconciliation. As a result, September 30 will be a trade day, but not a settlement day.

As a follow-up to the September 12, 2024 communication, we would like to remind you that we will be sending over the bank files to the various financial institutions today, Thursday, September 19, 2024 to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:

The 8th edition of iA Financial Group’s Canada-wide philanthropic contest is open! To mark the occasion, iA will be giving out $500,000 in donations. 

This year, the contest is focused on supporting Canadian charities that work in the health, education, environment or social services fields and have a mission, or a component of their mission, which supports people struggling with social issues such as homelessness, food insecurity, dropping out of school, addictions, violence, mental health or isolation.

In order to facilitate the opening of your clients’ accounts with all the necessary documentation, we would like to remind you that our “Forms Checklist (Appendix 4)” is available for you to use. You can access this document in the Document Centre of the Advisor Centre via this link:  Forms Checklist (Appendix 4).