THE 360 NEWSLETTER
As a follow-up to the August 10, 2023 communication, please be advised that the processing of Investia’s Client Administrative Fees for eligible clients for which an Invesco fund was selected for the withdrawal of their fees has been delayed.
More specifically, Invesco has notified us that they will not be able to redeem funds as scheduled for September 1, 2023 as initially agreed and communicated.
We are waiting for a confirmation on the new redemption date and will make sure to provide more information as it becomes available.
Note that this delay only impacts clients with Invesco funds selected for the payment of their Investia Client Administrative Fees.
Should you have any questions, please do not hesitate to 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.
Also in this issue
- Coming to an End Soon – Investia Intermediary Account Transfer Program
- Important Reminder – Privacy Now Advisor Consent – Action Required
- New Banking Material Request Form – Order your Material Faster!
- New Investia Backgrounds for Virtual Meetings
- Reminder – Foreign Tax Reporting Requirements (FATCA and CRS) – Consequences of Non-Compliance
- Risk Rating Changes – Invesco Canada
- Labour Day on September 4, 2023 – Office Closure
- The Chronicles of our Cyber-Experts – Summary
- Through Thick and Thin (PPI)
- CashMonitor Report – August 2023