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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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.
Letters of Indemnity – Important Reminders and Considerations
February 13, 2025Category: Best practices
Please find below some key reminders regarding letters of indemnity (“LOIs”).
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.
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:
