We would like to inform you of two important changes regarding model portfolios in Univeris. These changes will come into effect on May 1, 2025.

Please find below some key reminders regarding letters of indemnity (“LOIs”).

In order to streamline the processing of estate requests and ensure the timely liquidation of a deceased client’s account with the executor and/or beneficiaries, here are four useful tips:

Conquest specializes in modern financial planning software tailored for the financial services industry. Their key offerings feature a planning engine powered by artificial intelligence, delivering real-time, collaborative financial guidance, along with tools enabling both advisors and clients to flexibly modify financial plans. They primarily serve financial institutions aiming to improve their financial advice delivery through technology.

The Government of Nova Scotia has changed the rules governing the unlocking of life income funds (LIFs) and locked-in retirement accounts (LIRAs).

Please be advised that effective March 18, 2025, the risk rating of the following fund was increased by Mackenzie Investments (“MFC”):

Following the introduction of our Banking information Management Tool on the Advisor Centre, please note that the “Cheque Transmission” section of the “Cheque Transmission or Banking Information Addition Form” (F51-349A) has been removed as it is no longer necessary.

With the high volume of documents we receive, we would like to remind you of a few best practices for uploading documents to imaging via the Secure File Upload tool.

When managing automatic withdrawal deposits (AWDs), it is important for Representatives to pay close attention to tax rates set for these transactions to prevent discrepancies for clients. 

Please find below some key reminders regarding letters of indemnity (“LOIs”).