As a reminder, the Business Tracker tool was launched to provide you with visibility on the status of various transactions processed within Head Office. More specifically, we recently integrated transfers out within this tool, which allows us to provide updates as soon as we receive a request instead of sending an email after the transaction has been processed.
Latest News
Transfers Out of Nominee Accounts to Another Financial Institution
January 18, 2024Category: Best practices
As we are in the midst of busy RRSP season, we wanted to remind you that the Business Tracker tool is a great way for you to follow up on your various requests sent to Investia, without having to contact Client Services for updates.
Minimum and Maximum Amounts for 2024 and Systematic Instruction Reminders
January 11, 2024Category: Best practices
We would like to inform you that the calculation of Investia nominee LIF/RRIF minimum and maximum amounts for 2024 has been completed. The new amounts can be found in Univeris under the client’s plan “Details” section. This year’s temporary income amounts are also available in the same section for clients who have requested temporary income and provided us with the appropriate documentation.
