Good news! As discussed in our last Water Cooler session, the Advisor Centre’s managing client banking information section has been enhanced with a new automated character recognition tool.

In light of recent technological advancements and in line with our commitment to meet regulatory audit requirements, we have implemented the necessary updates to our three New Account Application Forms (for intermediary/client-name, nominee and nominee TFSA accounts) and KYC Update Form. Below is a summary of the main changes.

With the end of the year fast approaching, we would like to provide you with some important reminders to help you prepare for this period.

We would like to thank everyone who attended the Virtual Water Cooler Chat last Thursday, November 14. For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – November 14, 2024

In view of the impending labour dispute at Canada Post, please be aware that a strike may begin at midnight on Friday, November 15, if no agreement has been reached with the union by then. Currently, we are unsure of the strike’s specifics (such as duration and regional alternation), but we will provide updates as soon as we have more information.

To reduce the impact of any mail service disruptions while ensuring timely client payments, please consider the following important points and reminders.

Once again this year, Investia, in collaboration with iA Financial Group, is providing you with the opportunity to take advantage of competitive group pricing if you subscribe to Morningstar’s Advisor Workstation investment platform.

Please be advised that we will be conducting system maintenance on the weekend of November 15, 2024.

As a result, Univeris, as well as the Investia Advisor Centre, Client Portal and mobile application, will be unavailable from Friday, November 15, 2024, 9:00 p.m., to Sunday, November 17, 2024, 8:00 p.m. (ET).

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of your clients, the 3^rd and last charge was made today, November 14, which will be reflected in your pay deposited on Thursday, November 21.

With the end of the year fast approaching, we would like to provide you with some essential information to help you prepare for this period.  

As you know, your mutual fund licence with Investia will expire on December 31, 2024 and will be automatically renewed for 2025 unless we have received written notification of your resignation (or your license cancellation request) no later than December 15, 2024.