As a follow-up to the December 14, 2023 communication which highlights the recent amendments made to pre-authorized debit agreements (PADs) under CPA Rule H1 (read memo here), we thought it would be helpful to provide clarification in response to some questions recently received from advisors.

Following last week’s communication, please be reminded that you have until March 15, 2024 to complete the “Annual Review of Professional Activities” (“ARPA”) for 2023. The questionnaire is available on the Investia Advisor Centre for online completion. Simply log into the Advisor Centre, then click on the “ARPA Survey” icon on the home page.

We have been advised that 3 major email providers, i.e., Google, Yahoo and Apple, will imminently be implementing new email authentication requirements for all email senders. These new requirements will provide their users with a spam-free inbox significantly reducing the risks of direct domain spoofing and email phishing attacks. 

We are happy to share that in 2024, we are implementing a harmonized fee structure across all client account types.

We would like to inform you that the “Annual Review of Professional Activities” (“ARPA”) questionnaire will be available on Thursday, February 8, 2024 on the Investia Advisor Centre for online completion. 

Good news! Effective immediately, clients can now click on linked accounts from their mobile app and view detailed information of these accounts as well.