THE 360 NEWSLETTER

We would like to inform you that Q1 statements (from January 1 to March 31, 2023) will be available in the Investia Client Portal next week. For clients opting to receive paper statements, delivery will follow soon after. 

NEW THIS QUARTER:

Disclaimer Update: Administrative Fees
Several paragraphs have been added to the disclaimer relating to administrative fees, as well as notes about charges and the methodology for collecting the annual administrative fee.
Click here to view the updated disclaimer.

Univeris “Documents” Tab
In our continued effort to streamline client-centric documents, effective this quarter statements will be centralized in the Client Portal (available for viewing via mirror access) and will no longer be archived in Univeris. However, statements prior to Q1 2023 will continue to be available in the Univeris “Documents” tab.

New Email Address for E-Delivery Email Notification
For clients registered for e-delivery, the Investia sender email address has changed from notification@investia.ca to communication@notification.investia.ca. This email address is a valid and official Investia email address. 

FRIENDLY REMINDERS:

Joint Accounts
Statements are generated for each owner. If the primary owner is registered for e-delivery or if the joint owner’s address or language differs from the primary owner’s, a statement will be mailed to the remaining owner(s).

Below is a summary of the statement distribution logic:

Related Party Address
Please do not forget to update the address of the joint account under the “Related Parties” section, when applicable. If the related party’s address is not updated, the joint owner’s statement will not be mailed to the new address.

Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.