The 360

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

We invite you to refer to the progress chart below for the latest information on the delivery status of tax slips, contribution receipts and fee-based invoices for Investia nominee accounts. Please refer to the table below before contacting Client Services to inquire about the transmission status of any of these documents.

We are delighted to announce the creation of two new forms to streamline the management of your nominee group RRSPs. 

Click here to save the dates for the 2025 Virtual Best Business Practice Roadshows.

We would like to inform you that the presentation accreditation process for last year’s National Business Conference, held from October 8 through 10, 2024, is now complete. Please find below the details of CE credits granted for each eligible presentation.

The last days of the RRSP campaign are already fast approaching! To ensure timely processing of your one-time PACs (also known as pre-authorized debits or PADs) programmed for March 3, a new process will be implemented for the 2025 investment period. In addition to the regular cycle launched in the morning, a second PAC cycle will be launched at 11 p.m. on March 3, 2025. 

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.