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.

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.