Following the August 1, 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.
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Please be advised that effective Friday, August 30, 2024, the risk rating and asset class of several funds will change in Univeris.
As a follow-up to the June 20, 2024 communication, we would like to inform you that as of Tuesday, September 3, 2024, Client Services will be returning to its regular operating hours of 8 a.m. to 6 p.m. ET.
Effective April 29, 2024, Investia introduced a new process for adding clients’ banking information to Univeris via the Advisor Centre. The process has been in place for a couple of months, and we would like to take this opportunity to remind you of a few key steps to ensure a smooth process for both Representatives and Head Office.
Please be advised that effective July 26, 2024, the risk rating of each the following funds was increased by Invesco Canada Ltd (“AIM”):
As part of our year-end process, 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.
Fund Risk Rating Changes – CI Global Asset Management and TD Asset Management
August 1, 2024Category: Best practices
Please be advised that the risk rating of the following funds was increased by CI Global Asset Management (“CIG”) effective July 23, 2024, and by TD Asset Management (“TDB”) effective July 25, 2024:
Please be advised that the Product Review Committee will be taking a break for the next two weeks. As a result, we will not follow up on any product review/approval requests between August 5, 2024 and August 16, 2024 for the following products:
- Exchange traded funds (ETF)
- Liquid alternative funds
- Exempt market products
As announced in the May 23, 2024 communication, we would like to remind you that the trade settlement cycle changed from T+2 to T+1 effective May 27, 2024.
Please be advised that effective Friday, July 26, 2024, the risk rating and asset class of several funds will change in Univeris.
