As mentioned in the June 20, 2024 communication, the automated KYC update tool is now ready for use. Simply log into the Advisor Centre and access the “Client Search” section on the homepage (“View all clients”) to start performing your first automated KYC updates.

Please be reminded that you have until Sunday, June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

As outlined in Administrative Procedure #34A – Automatic Withdrawal Deposits (AWD) – Investia Nominee Accounts, it is the responsibility of the Representative to ensure that the unit balance within a particular fund is sufficient to allow the scheduled systematic payment to be made.  

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 our office will be closed on Monday, July 1, 2024, for Canada Day. We will resume normal business hours on Tuesday, July 2.

On behalf of all the team at Investia, Happy Canada Day to everyone!

Great news! As mentioned during our recent Best Business Practices Roadshows, we are pleased to announce the official launch of our automated KYC update tool.

We would like to remind you that you have until June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

We are happy to introduce our brand new series of online group training focused on using the Microsoft suite to optimize your client experience (CX) and productivity. 

Please be advised that effective June 24, 2024, the usage of the PPI bank card will no longer be permitted. 

Following the July 20, 2023 communication regarding the Electronic Processing Agreement (“EPA”) between fund companies and distributors (Representatives/Head Office), please be advised that Investia will be implementing changes to the Limited Authorization Form (“LAF”) approval process.

As such, effective June 21, 2024, Investia will no longer affix any signatures on the LAF as part of the approval process.