In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

In preparation for the collection of 2024 Client Fees on June 30, please be advised that the Client Fee Dashboard has been reactivated.

Yesterday, May 1, 2024, CIRO issued a press release warning Canadian investors not to be fooled by fraudsters currently impersonating the regulatory organization to launch investment recovery scams.

We would like to thank everyone who attended our live webinar dedicated to our new and improved process for adding and cancelling banking information, which was held on Wednesday, April 24.

It’s finally here! As discussed in last week’s Water Cooler session and yesterday’s webinar, effective Monday, April 29, 2024, all client banking information addition or deactivation will have to be made via the Advisor Centre, as follows: 

• Log in to the Investia Advisor Centre;
• Search for the client in the window below;
• Use the new “Manage Banking Information icon”:

Following the April 18, 2024 communication, the Client Fee Dashboard on the Advisor Centre has been updated in preparation for the collection of 2024 Client Fees. The Client Fee Dashboard will be accessible to Representatives in the next couple of weeks, i.e., early May.

As part of our fee structure harmonization initiative, we are waiving the Client Fee for Representatives’ personal and corporate accounts, as well as for those of their spouses and assistants (Investia nominee accounts only). 

As mentioned in previous communications, the Client Fee Dashboard on the Advisor Centre has been updated in preparation for the collection of 2024 Client Fees. The Client Fee Dashboard will be accessible to Representatives early May.

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.