We have been informed by Lysander Funds of an issue in the mailing of T5008 tax slips to clients.

More than 93% of you have completed their “Annual Review of Professional Activities” (“ARPA”) questionnaire for 2023, thank you! If you have not completed yours yet, please make sure to do so no later than tomorrow, Friday, March 15, 2024 to avoid penalties.

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 an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) will be available in Univeris tomorrow, March 15, 2024. Below are two important changes that have been made.

We are writing to inform you about an important update regarding the process for Representatives adding client banking information within our system (Univeris).

Please be reminded that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on December 31, 2023:

Please be advised that contribution receipts for the period between February 1 to February 29, 2024 will be issued in the second half of March (Investia nominee accounts only). 

Please be reminded that you have until March 15, 2024 to complete the “Annual Review of Professional Activities” (“ARPA”) for 2023. The questionnaire is available on the Investia Advisor Centre for online completion. Simply log into the Advisor Centre, then click on the “ARPA Survey” icon on the home page.

Following the February 8, 2024 communication, we would like to remind you that a new uploading option has been added to the Secure File Upload Tool on the Advisor Centre. Going forward, simply select the “Estate processing (Nominee accounts)” option to send us your nominee estate documents for processing via the upload tool.

Please be reminded that annual licences for all Mutual Fund Representatives, as well as licenses for Representatives registered in the categories listed below were automatically renewed via the National Registration Database (“NRD”) on December 31, 2023: