THE 360 NEWSLETTER

For those of you who might have missed it, we would like to remind you that Investia released a new Investor Profile Questionnaire (“IPQ”) last July.

Designed around our Representatives’ needs and feedback and aligned with the latest regulatory requirements, industry standards, as well as our own policies and procedures, our IPQ is a valuable tool to assess clients’ objectives and risk profiles and determine the asset allocation and investment strategy which best meet their specific needs.

We remind you that the use of Investia’s IPQ is not mandatory. If you prefer, you can use the sample questionnaires approved by the MFDA or the AMF, or those from the industry’s top 10 fund companies.

Investia’s IPQ can be found on the Investia Advisor Centre under Guides & Training / Compliance. It is available in two versions for maximum convenience, i.e., printable and editable:

Investia Investor Profile Questionnaire (editable version)

Investia Investor Profile Questionnaire (printable version)

Important Reminders

• To use the editable version of the IPQ, you must use Adobe Acrobat Reader or a more advanced version of Adobe Acrobat.
• The editable version of the IPQ is not mobile-optimized, and as such we don’t recommend its use on mobile devices.
• Click here to watch or re-watch a short video which will help you complete the questionnaire with your clients, also available on the Investia Advisor Centre under Guides and Training / Training Videos

Should you require additional information, please do not hesitate to contact your Compliance Officer.