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.

We would like to inform you that a completely revised and improved version of the PureFees Representative Guide is now available to reflect certain changes made to the PureFees operating system.

We would like to remind you that there is an automated process in Univeris which ensures that holding, plan and client statuses are changed automatically. The closing of holdings is based on month-end fund company files. The syncing of statuses will reduce the rejection of trades and duplication of holdings. 

We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section: 

As you may already know, clients may request to have their 10% free and mature units automatically switched into 0% front-end load funds at the end of the year. Below is a reminder of the procedure to request this for your client based on the type of account:

As a reminder, the Business Tracker tool was launched to provide you with visibility on the status of various transactions processed within Head Office. More specifically, we recently integrated transfers out within this tool, which allows us to provide updates as soon as we receive a request instead of sending an email after the transaction has been processed.

As we are in the midst of busy RRSP season, we wanted to remind you that the Business Tracker tool is a great way for you to follow up on your various requests sent to Investia, without having to contact Client Services for updates.

We would like to inform you that the calculation of Investia nominee LIF/RRIF minimum and maximum amounts for 2024 has been completed. The new amounts can be found in Univeris under the client’s plan “Details” section. This year’s temporary income amounts are also available in the same section for clients who have requested temporary income and provided us with the appropriate documentation.