The 360

As we continuously strive to enhance the communication experience between Investia and our network of advisors and assistants, we consulted with you as part of our most recent Advisor Workgroup and during the course of interviews, to gather feedback on how best we can reshape the way we communicate. We received a lot of positive feedback and suggestions, and our project team is actively working on studying the feasibility of all of them. 

Following the June 1, 2023 communication, we would like to remind you that effective June 1, 2023, you must provide the French version of the following documents to all your Quebec-based clients, regardless of the client’s language, upon account creation:

• Investia NCAF (client-name, nominee and TFSA accounts);
• Investia Relationship Disclosure Information Document (“RDID”). 

Please be advised that following the release of the Univeris update (V24) on June 10, 2024, the “Options” tab in Univeris is no longer available.

As we wrap up another successful edition of our Best Business Practices Roadshows, we would like to thank you for attending in such large numbers this year. Your interest and participation are very important to us!

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.

Please be advised that we will be conducting system maintenance for Univeris on the weekend of June 7, 2024.  As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and Mobile App will be unavailable, for viewing and trading purposes, from Friday, June 7, 2024, 9:00 p.m., to Sunday, June 9, 2024, 5:00 p.m. (ET).

We would like to inform you that the online group training offer will be limited between June 15 and September 15.

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.

Good news! Starting the week of June 3, 2024, clients will be able to select their document delivery mode on the Investia mobile app as well based on the following document types:

• Statements
• Tax documents
• Transaction documents

Please be advised that the following improvements will be made to the KYP tool effective June 3, 2024.