THE 360 NEWSLETTER

We would like to inform you that Q3 statements (from July 1 to September 30, 2023) are now available in the Investia Client Portal for all clients registered for e-delivery. For clients opting to receive paper statements, they will be mailed out to your clients shortly.

NEW THIS QUARTER:

Invitation to tell us about your experience with Investia
Applicable for clients registered for e-delivery statements, an invitation to take a short survey has been added to the e-delivery email notification and on the Investia Client Portal. We recommend that you please invite your clients to complete the survey. Below is the e-delivery email notification sample:

FRIENDLY REMINDERS:

Trade date
Transactions appear on the statement using the “Trade Date” instead of the “Settlement Date.” This means that trades placed near the end of the quarter which have not yet been settled will appear on the statement. This applies to all quarterly statements.

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.