The 360

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.

We would like to inform you that as of Monday, June 24, 2024, operating hours for our Client Services for the summer period will be from 8 a.m. to 5 p.m. ET, Monday to Friday.

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.

Given the large number of documents we receive on a daily basis and in order to optimize their indexing to make your work easier, we would like to share with you a revamped version of our imaging procedure.

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.