In an effort to facilitate trading involving U.S. currency, we have gathered all the necessary steps in a comprehensive and easy-to-read procedure.

Following the announcement of our new partnership with the financial planning firm Conquest Planning last March, we are pleased to provide you with a new FAQ document, which highlights all the information you will need about Conquest:

• Overview of the firm and description of the service offering for advisors
• Detailed plan features (standard and advanced)
• Pricing information and packages available
• How to sign up, including the request form*
• Advisor support contact information

As announced in the last federal budget on April 11, the Home Buyers’ Plan (HBP) withdrawal limit was raised from $35,000 to $60,000. As such, Investia has just received confirmation that we can now proceed with this change for our clients.

With the high volume of documents we receive, we would like to take this opportunity to remind you of a few best practices regarding the upload of documents to imaging via the Secure File Upload tool.

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.

Please be advised that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) will be available in Univeris tomorrow, March 15, 2024. Below are two important changes that have been made.

Please be advised that contribution receipts for the period between February 1 to February 29, 2024 will be issued in the second half of March (Investia nominee accounts only). 

Lately we have been noticing a higher number of payment rejections linked to clients’ closed bank accounts, meaning that the bank account may not have been validated at the time of redemption.

We would like to inform you that Administrative Procedure # 59 – Exchange Traded Funds (ETF) has recently been updated to provide additional clarification regarding the eligibility criteria for Representatives and Assistants. As such, Representatives wishing to integrate ETFs into their practice are  invited to read this amended version before sending their application to the Registration Department.

We would like to remind you that the Business Tracker tool is a great way for you to follow up on your various requests sent to Investia during RRSP season, without having to contact Client Services for updates.