As a follow-up to the June 27, 2024 communication, we remind you that effective August 28, 2024, Head Office will no longer manually adjust your clients’ AWDs in the event of insufficient funds. This applies to the payment cycle of September 5, 2024 as well as all subsequent AWDs.

To promote digital adoption, we would like to remind you that a contest was launched on August 7 to give clients the chance to win $1,000 by simply logging in to the Investia Client Portal or app. An amount of $1,000 in cash will be drawn each month until December among every client who logs in at least once during the month.

As a follow-up to the June 27, 2024 communication, please be reminded that effective August 28, 2024, Head Office will no longer manually adjust your clients’ AWDs in the event of insufficient funds. This applies to the payment cycle of September 5, 2024 as well as all subsequent AWDs.

As a follow-up to the July 25, 2024 communication, we would like to remind you that the trade settlement cycle changed from T+2 to T+1 effective May 27, 2024.

We are pleased to inform you that a new client marketing document has been made available: the Investia Corporate Profile. This 4-page promotional document provides a high-level overview of Investia and the services we offer as dealer which set us apart in terms of client experience. 

Following the August 1, 2024 communication, we are pleased to inform you that our client contest was launched yesterday, Wednesday, August 7. To promote digital adoption, this contest will give your clients the chance to win $1,000 for logging on to the Investia Client Portal or Mobile App. All they have to do is log on to the portal or app! $1,000 will be awarded each month until the contest ends on December 31, 2024. 

We are thrilled to announce that a brand-new self-serve reporting solution is on the horizon! Starting the week of August 12, 2024, the Advisor Service Fee Invoice report will be the first report available to you through the Advisor Centre. As we continue to fine-tune the new tool, additional reports will be made available to you. Stay tuned via the weekly The 360 Newsletter for updates. 

As a follow-up to the communication sent to you by email on Tuesday, July 23, 2024, we have received confirmation from iA Clarington and CIBC regarding their revised client fee collection date (i.e., July 29 and July 30 respectively). 

Following the July 25, 2024, communication, we are writing to provide you with an update regarding our client contest that was scheduled for launch on August 1, 2024 as part of our Digital Adoption Campaign.

As announced during our recent Best Business Practices Roadshows, iA Financial Group has recently launched a Digital Adoption Campaign across its lines of business and subsidiaries to promote the use of digital tools and platforms by clients.