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.

Please be advised that effective Monday, August 12, 2024, Representatives will once again be able to access the “Unsuitable” tile on their Advisor Dashboard in the Advisor Centre. This tile was temporarily suppressed earlier this year due to an internal review.

Please be advised that effective July 26, 2024, the risk rating of each the following funds was increased by Invesco Canada Ltd (“AIM”):

We are thrilled to announce that a brand-new self-serve reporting solution is on the horizon! Starting the week of August 12, 2024, the Advisor Service Fee Invoice report will be the first report available to you through the Advisor Centre. As we continue to fine-tune the new tool, additional reports will be made available to you. Stay tuned via the weekly The 360 Newsletter for updates. 

As a follow-up to the communication sent to you by email on Tuesday, July 23, 2024, we have received confirmation from iA Clarington and CIBC regarding their revised client fee collection date (i.e., July 29 and July 30 respectively). 

Following the July 25, 2024, communication, we are writing to provide you with an update regarding our client contest that was scheduled for launch on August 1, 2024 as part of our Digital Adoption Campaign.

Good news! Following the launch of our automated KYC tool on June 27, 2024, we are pleased to inform you that the joint representative code functionality has been activated. Going forward, your clients under a joint code can also be eligible for automated KYC updates if they meet the other eligibility criteria (ref. Question 4 of the FAQ below).

As part of our year-end process, we would like to remind you that holders of a nominee RRSP or LIRA/locked-in RRSP who will have reached age 71 by December 31, 2024 must transfer their account to a RRIF or LIF before year end.