THE 360 NEWSLETTER

We would like to inform you that Q2 statements (from April 1 to June 30, 2023) are now available in the Investia Client Portal. For clients opting to receive paper statements, delivery should start next week. 

Friendly Reminders:

Univeris “Documents” Tab
In our continued effort to streamline client-centric documents, since last quarter, statements have been centralized in the Client Portal (available for viewing via mirror access) and are no longer archived in Univeris.

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 Department, by email at investia@investia.ca, by phone at 1-888-684-5548, or by using the chatbot feature on the Advisor Centre.