The 360

As any intermediary, B2B Bank (“B2B”) has its own procedure when applying a power of attorney (“POA”) to client’s account. 

When a Representative wants to open an investment account with an intermediary, the Representative is obligated  to comply with the intermediary’s polices and procedures, even if they may differ or be stricter than the ones included in the Investia Compliance Policies and Procedures Manual.

We would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, April 18. Below is a summary of key topics which were covered:

• IT technology update, including Conquest Planning integration;
• Compliance update, including upcoming Investia initiatives for 2024; and
• Operations update, where we provided information about the Client Fee Dashboard and the new banking information addition feature on the Advisor Centre.

As part of our fee structure harmonization initiative, we are waiving the Client Fee for Representatives’ personal and corporate accounts, as well as for those of their spouses and assistants (Investia nominee accounts only). 

As mentioned in previous communications, the Client Fee Dashboard on the Advisor Centre has been updated in preparation for the collection of 2024 Client Fees. The Client Fee Dashboard will be accessible to Representatives early May.

Please be advised that effective April 23, 2024, the following changes will be made to the “My Actions” tab in the Advisor Dashboard:

Please be advised that the risk rating of the following mutual funds was increased by Desjardins investments (“DJT”) on March 28, 2024 as follows:

Following the April 4, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15.

Following our March 7, 2024 communication, we would like to remind you that in April 2024, a new process will enable you to enter your clients’ banking information more quickly and efficiently.

In response to strong appreciation and growing demand from participants, we are pleased to inform you that, starting in May, the following trainings will be added to those currently available (ref. February 1, 2024 communication):

We are pleased to inform you that a new training module has just been added to the content available on Investia Learning. It is designed to enable you to familiarize yourself at your own pace with the various functionalities of the Advisor Centre.