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.

I am pleased to share with you the arrival of our new Regional Vice-President for the Western Canada region, Mr. Daniel Bengtsson. Daniel graduated with a degree in economics from the University of Toronto and has been working in the industry for over 25 years, serving as an investment advisor and, more recently, helping advisors implement the best possible practices within their business to help them at every stage of their activities, from growth to maintenance and transition. 

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.

As mentioned in the June 27, 2024 communication, we remind you that our new automated KYC update tool is now ready for use.

We hope you enjoy the new format (Web and email).

For more information, click here to read the June 13, 2024, communication.