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. 

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.