Need to stay updated on essential economic news and its impact on your finances in less than ten minutes? Look no further! 

We would like to inform you that Q3 statements (from July 1 to September 30, 2024) will be available next 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. 

With the introduction of the new Electronic Funds Transfer (“EFT”) purchase option in Univeris (for nominee accounts only), please note that the default payment method in the system has changed from “Client Cheque Deposit” to “Client EFT Deposit”.

We would like to remind you that our 2024 Virtual Conference for Administrative Personnel will be held on Tuesday, October 29 and Wednesday, October 30, 2024. The virtual conference will consist of 2.5 hours of live presentations each day from 1:00 p.m. to 3:30 p.m. (ET). 

Following the September 19, 2024 communication, we would like to remind you that holders of a nominee RRSP or LIRA/locked-in RRSP who will have reached age 71 by December 31, 2024 must transfer their account to a RRIF or LIF before year end.

For the past few months, the Investia IT team has been working on something very exciting! We have developed a brand-new application protocol interface (API) that connects to your CRM (Salesforce, Power BI or Equisoft).  

We would like to remind you that if you paid this year’s Client Administrative Fees on behalf of clients, the second charge was made today and will be reflected on your pay deposited next Thursday, October 17.

As communicated by email on September 19, 2024, following the recent launch of the purchase option by electronic funds transfer (EFT) deposit in nominee accounts, we experienced temporary issues with this new functionality. 

As such, we are pleased to inform you that the issues have been resolved. We apologize again for any inconvenience caused.

We would like to inform you that we are currently experiencing a technical issue with the display of market values for certain guaranteed investment certificates (“GICs”) in Investia nominee accounts.

More specifically, the various reports generated from Univeris may display an incorrect market value for GICs that have been internally transferred between two Investia nominee plans.

We would like to remind all those who have paid this year’s Client Administrative Fees on behalf of their clients that the 2^nd charge will be made on October 10, which will be reflected in your pay deposited on Thursday, October 17.