Please be advised that effective June 26, 2024, the risk rating of each of the following funds was increased by CI Global Asset Management (“CIG”):

Please be advised that effective June 27, 2024, the risk rating of each of the following funds was increased by RBC Global Asset Management Inc. (“RBF”):

As mentioned during our recent Best Business Practices Roadshows, we are in the last stages of finalizing the launch of another important compliance initiative at Investia, i.e., global client management.

We are pleased to inform you that a new course has just been added to the content available on Investia Learning. Its objective is to deepen your knowledge of the main forms and systems in order to identify the compliance deficiencies which are most often noticed by head office, all this by validating the robustness of your business processes and integrating good practices when appropriate.

As mentioned in the June 27, 2024 communication, we remind you that our new automated KYC update tool is now ready for use.

We are pleased to announce that the Investia Estate Checklist document has been recently added to the Advisor Centre for added convenience. It will also remain in Univeris under the “Generate Forms” section of the Task Menu.

As you are aware, a minimum annual payment (MAP) is mandatory for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.

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.

Please be advised that effective June 28, 2024, the risk rating of the following funds was increased by SLGI Asset Management Inc. (SUN).

We hope you enjoy the new format (Web and email).

For more information, click here to read the June 13, 2024, communication.