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.

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.

As mentioned in the June 20, 2024 communication, the automated KYC update tool is now ready for use. Simply log into the Advisor Centre and access the “Client Search” section on the homepage (“View all clients”) to start performing your first automated KYC updates.

Please be reminded that you have until Sunday, June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

We would like to remind you that you have until June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

We are happy to introduce our brand new series of online group training focused on using the Microsoft suite to optimize your client experience (CX) and productivity. 

As we continuously strive to enhance the communication experience between Investia and our network of advisors and assistants, we consulted with you as part of our most recent Advisor Workgroup and during the course of interviews, to gather feedback on how best we can reshape the way we communicate. We received a lot of positive feedback and suggestions, and our project team is actively working on studying the feasibility of all of them.