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.
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Please take note of the following changes and reminders regarding our exchange traded fund (ETF) process:
Clients can request to have their 10% free and mature units automatically converted into 0% front-end load funds at the end of the year. Below are important reminders pertaining to this process:
Please find below some key reminders regarding letters of indemnity (“LOIs”).
As a reminder, below are four useful tips which will help streamline the processing of estate requests and ensure the timely liquidation of deceased client accounts with the executor and/or beneficiaries:
Annual Maximum Amount Calculations – Investia Nominee LIF Accounts
January 23, 2025Category: Best practices
In response to questions recently received about the calculation of LIF plan maximum amounts, below you will find a useful support document.
Clients can request to have their 10% free and mature units automatically converted into 0% front-end load funds at the end of the year. Here is how to request this conversion, based on the type of account:
Please find below some key reminders regarding letters of indemnity (“LOIs”).
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:
