Following the April 4, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15.

Following our March 7, 2024 communication, we would like to remind you that in April 2024, a new process will enable you to enter your clients’ banking information more quickly and efficiently.

In response to strong appreciation and growing demand from participants, we are pleased to inform you that, starting in May, the following trainings will be added to those currently available (ref. February 1, 2024 communication):

We are pleased to inform you that a new training module has just been added to the content available on Investia Learning. It is designed to enable you to familiarize yourself at your own pace with the various functionalities of the Advisor Centre.

Following the March 14, 2024 communication, we are pleased to announce that clients will be able to select their document delivery mode on the Client Portal based on the following document types effective Monday, April 8, 2024: 

• Statements
• Tax documents
• Transaction documents

Following the March 14, 2024 communication, we would like to remind you that an updated version of the Order Instruction Form for Systematic Withdrawals (Investia Nominee Accounts) (F51-326A) was made available in Univeris on Friday, March 15. 

As announced in our March 7, 2024 communication, we will soon have a new process for adding and cancelling your clients’ banking information. In preparation for this, we are pleased to invite you to a live webinar which will be held this month and will be hosted by Johanne Pagé, Practice Management and Training Specialist. We will introduce you to the revised and improved process for adding and updating banking information and reiterate the alternatives to cheques available to you.

We have been informed by CI Global Asset Management of an issue related to clients’ 2023 T5008/RL-18 tax slips.

Please be advised that the Canadian Investment Funds Standards Committee (CIFSC) is implementing two new fund categories/asset classes: 

1. US Dividend & Income Equity; and
2. Global Dividend & Income Equity.