Since the beginning of the year, we have noticed an increase in the number of cases of insufficient funds in clients’ AWDs.

Click here to get a summary of key information to help you prepare for this year’s RRSP season.

Following the October 3 communication regarding incorrect market values in some Investia GIC nominee accounts, we have made the necessary corrections to address the discrepancies. These corrections applied to the following cases:

• Errors in GIC market value following an internal transfer transaction between nominee plans;
  
  
• Minor discrepancies in the GIC market value, for certain issuers only, where Univeris showed an extra day in the interest calculation during leap years, while some issuers did not.
  

We would like to inform you that we’ll regularly be updating you on the progress of our tax slip and fee-based invoice mailing process via The 360 Newsletter.

Due to recent technological and legal changes, we would like to remind you that the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.

As such, effective January 31, 2025, any version of the AWD form prior to 24-11 will be rejected, and the request will need to be resubmitted on the current version, even if all the required information was provided with the request. 

Please be advised that Q4 client statements (from October 1 to December 31, 2024) will be available in the Investia Client Portal before the end of the week for clients registered for e-delivery. Clients who have opted to receive paper statements will have their statements mailed out shortly. 

As we mentioned in our December 12 communication (ref. Updated AWD Forms & Adjustments to Administrative Procedures 34 & 34A), due to recent technological and legal changes, the Order Instruction Form for Systematic Withdrawals (F51-326A) for nominee accounts has been updated.

We would like to inform you that the presentation accreditation process for last year’s Virtual Conference for Administrative Personnel, held on October 29 and 30, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.

Click here to save the dates for the 2025 National Business Conference.

As a reminder, November 30, 2025 is the end of the current continuing education (“CE”) reporting cycle for CIRO registrants (Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers).