As mentioned in the June 27, 2024 communication and as outlined in Administrative Procedure #34A – Automatic Withdrawal Deposits (AWD) – Investia Nominee Accounts, it is the responsibility of the Representative to ensure that the unit balance within a particular fund is sufficient to allow the scheduled systematic payment to be made.  

We are pleased to inform you that a brand-new section has just been added to the accordion on the Advisor Centre.

We are pleased to announce that the Investia Estate Checklist document has been recently added to the Advisor Centre for added convenience. It will also remain in Univeris under the “Generate Forms” section of the Task Menu.

As you are aware, a minimum annual payment (MAP) is mandatory for all RRIF and LIF accounts. In accordance with Section 146.3(1) of the Income Tax Act, Investia is responsible for ensuring that all minimum payments are made before the last day of the year.

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.

As outlined in Administrative Procedure #34A – Automatic Withdrawal Deposits (AWD) – Investia Nominee Accounts, it is the responsibility of the Representative to ensure that the unit balance within a particular fund is sufficient to allow the scheduled systematic payment to be made.  

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.

We would like to inform you that as of Monday, June 24, 2024, operating hours for our Client Services for the summer period will be from 8 a.m. to 5 p.m. ET, Monday to Friday.

Always with the goal of achieving the highest level of efficiency for you and your clients, we would like to provide an important reminder regarding internal transfers between two Investia nominee accounts.

Given the large number of documents we receive on a daily basis and in order to optimize their indexing to make your work easier, we would like to share with you a revamped version of our imaging procedure.