THE 360 NEWSLETTER
Reminder – Univeris System Maintenance and Implementation of Fundserv Standards
Top news June 8, 2023We would like to remind you that a system maintenance will be performed this weekend, June 9, 2023. As a result, Univeris, the Advisor Centre, Client Portal and Investia mobile application will be unavailable from Friday, June 9, 2023, 8:00 p.m., to Sunday, June 11, 2023, 7 p.m. (ET).
Coinciding with the above, Fundserv will be unavailable from Friday, June 9, 2023, 4:00 p.m., to Sunday, June 11, 2023, 10:00 a.m. (ET) due to the implementation of v33. Consequently, Fundserv will reject all orders placed after 4:00 p.m. on Friday. Any order not sent before 4:00 p.m. must be held and placed in v33 format on Monday, June 12. ICT (in-cash transfer) orders should not be placed Friday. Any ICT orders placed Friday will have an ICT “sell” side in the outgoing version and the ICT “buy” side will be processed in the new version.
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.
Also in this issue
- Launch of Investia Web Showcase
- Revamping of Investia Website
- Electronic Processing Agreement (EPA) – New FAQ
- FHSA Available in Univeris
- New Client Article
- New Tax Rules – Source Deductions of Income Tax (Quebec Only)
- Reminder – Client Fee Dashboard
- Transfer Forms – Important Clarification
- Updated GIC Rate List on the Advisor Centre
- KYP Weekly Alerts – Consolidation with KYP Compliance Alerts
- Investia and AGA Group Insurance Plan – Updated FAQ
- The $1 Trillion Intergenerational Wealth Transfer (PPI)
- Two Upcoming Webcasts
- Monthly Market Snapshot – June 2023