Please note that our T2033 transfer form has been revamped.

In order to enhance our services by reducing waiting times and informational inquiries, we will soon introduce a new option in our phone menu.

Please be advised that effective Friday, October 18, 2024, the risk rating of several funds will change in Univeris. 

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.

Please be advised that effective September 27, 2024, the risk rating of each the following funds was increased by Mackenzie (“MFC-MRD”):

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.

In order to facilitate the opening of your clients’ accounts with all the necessary documentation, we would like to remind you that our “Forms Checklist (Appendix 4)” is available for you to use. You can access this document in the Document Centre of the Advisor Centre via this link:  Forms Checklist (Appendix 4).

In order to facilitate your transactions in client-name accounts and answer questions you may have on the Electronic Processing Agreement (“EPA”), we are providing you with a document entitled “EPA Guidelines (Client-Name Accounts Only)”.

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.

Please be advised that effective Friday, August 30, 2024, the risk rating and asset class of several funds will change in Univeris.