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.

We are pleased to announce the update of our mandatory training on anti-money laundering (AML) and anti-terrorist financing (ATF), now available on Investia Learning. As this topic is a priority for our industry, it is necessary to complete this training every two (2) years to keep knowledge current and enhance your skills in identifying indicators and reporting suspicious transactions.

As announced on April 27, 2023 and in other communications, members of the New Self-Regulatory Organization of Canada approved the new name of this organization to Canadian Investment Regulatory Organization (“CIRO”) following the amalgamation of the Investment Industry Regulatory Organization of Canada (“IIROC”) and the Mutual Fund Dealers Association (“MFDA”) on January 1, 2023.

As a follow-up to the September 12, 2024 communication, we would like to remind you that we will be sending over the bank files to the various financial institutions today, Thursday, September 19, 2024 to enable the withdrawal of Investia’s Client Administrative Fees from clients’ bank accounts for eligible clients:

Following the August 29, 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.

We are excited to announce the dates for the 2024 Virtual Conference for Administrative Personnel.