THE 360 NEWSLETTER
Investia Client Administrative Fee – Deductions from Commissions on September 14, 2023
Top news September 7, 2023Following the August 24, 2023 communication, we would like to remind you that if you have elected to pay the Investia Client Administrative Fee on behalf of one or more of your clients, the fees will be deducted from your commissions on Thursday, September 14, 2023.
For amounts greater than $1,000, commission deductions will occur in equal instalments on the following dates:
- September 14, 2023
- October 12, 2023
- November 9, 2023
For more information, please read the Client Fee FAQ.
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
- Privacy and Client Consent – Updated NCAFs/KYC Update Form
- New Client Article
- New! Investia Logo on the Advisor Centre and Logo Use Guidelines
- Client Fee Dashboard - Report Now Available Displaying Clients With Active Banking Information
- Our Virtual Water Cooler Chats Are Back! Special Edition on Cybersecurity
- The Chronicles of our Cyber-Experts