We would like to inform you that the accreditation process for the presentations of this year’s Virtual Best Business Practices Roadshows is now complete. Below are details of the CE credits granted by presentation. Please note that no accreditation has been granted for Monday, June 3 presentations.

As announced in the July 4, 2024 communication, we are ready to officially launch our new global client management initiative.

We would like to inform you that Q2 statements (from April 1 to June 30, 2024) will be available before the end of the week in the Investia Client Portal for all clients registered for e-delivery. For clients opting to receive paper statements, they will be mailed out to your clients shortly. 

Following the July 11, 2024 communication, we would like to remind you that this year’s client administrative fees will be processed and taken from client-name accounts starting tomorrow, Friday, July 19, 2024.

On July 4 (click here to read the communication), we announced the launch of a new online course, aimed at increasing the overall level of mastery of regulatory requirements in order to reduce the most frequent compliance failures.

We would like to remind you that this year’s client administrative fees will be processed and taken from clients’ accounts as follows:

• For nominee accounts: fees will be taken from clients’ accounts over the weekend of July 13-14, which means transactions will be visible on Monday, July 15.
  
  
• For client-name accounts: fees will be processed on or about Friday, July 19.

The new online group training series titled “Enhancing Client Experience (CX) Using the Microsoft Suite” kicked off last Tuesday. Here’s a quick reminder, summarizing the 5 themes covered in this series, which is offered throughout the summer season.

Following the June 13, 2024 communication, we would like to provide you with some additional information on our revamped version of our The 360 Newsletter, launched on June 27.

As mentioned during our recent Best Business Practices Roadshows, we are in the last stages of finalizing the launch of another important compliance initiative at Investia, i.e., global client management.

We are pleased to inform you that a new course has just been added to the content available on Investia Learning. Its objective is to deepen your knowledge of the main forms and systems in order to identify the compliance deficiencies which are most often noticed by head office, all this by validating the robustness of your business processes and integrating good practices when appropriate.