We would like to remind you that our 2024 Virtual Conference for Administrative Personnel will be held on Tuesday, October 29 and Wednesday, October 30, 2024. The virtual conference will consist of 2.5 hours of live presentations each day from 1:00 p.m. to 3:30 p.m. (ET). 

We are pleased to announce the release of an updated version of Investia’s Compliance Policies & Procedures Manual (CPPM”), reflective of policy changes and enhancements arising from internal, and regulatory developments made over the past year.   

We would like to inform you that the Investia Relationship Disclosure Information Document (“RDID”) has been recently reviewed and amended.

Please note that our T2033 transfer form has been revamped.

Following the September 19, 2024 communication, we would like to remind you that holders of a nominee RRSP or LIRA/locked-in RRSP who will have reached age 71 by December 31, 2024 must transfer their account to a RRIF or LIF before year end.

In order to enhance our services by reducing waiting times and informational inquiries, we will soon introduce a new option in our phone menu.

Please be advised that effective Friday, October 18, 2024, the risk rating of several funds will change in Univeris. 

For the past few months, the Investia IT team has been working on something very exciting! We have developed a brand-new application protocol interface (API) that connects to your CRM (Salesforce, Power BI or Equisoft).  

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of clients, the second charge was made today and will be reflected on your pay deposited next Thursday, October 17.

As communicated by email on September 19, 2024, following the recent launch of the purchase option by electronic funds transfer (EFT) deposit in nominee accounts, we experienced temporary issues with this new functionality. 

As such, we are pleased to inform you that the issues have been resolved. We apologize again for any inconvenience caused.