THE 360 NEWSLETTER
We would like to remind you that tomorrow, Friday, December 1, the selection feature on the Client Fee Dashboard that allows Representatives to select clients for whom they would like to pay the Client Administrative Fee will be disabled.
Notes and reminders
- Representatives who have chosen to pay the client fee for their clients will pay the full fee amount ($50 + applicable tax).
- If there is any outstanding balance for 2022, the fee amount will be $100 + applicable tax.
- For Representatives who choose to pay the fee on behalf of their clients, the commission deductions will be processed on December 7, 2023.
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
- CE Credits and November 30, 2023 Deadline
- Morningstar Advisor Workstation – Last Chance to Subscribe or Renew for 2024
- FHSA – Now Offered by CIG and Mackenzie
- Year-End Procedure Reminder – Administrative Bulletin and Important Dates to Remember
- PureFees System Maintenance and Improvements Made to the Tool
- Upcoming Virtual Water Cooler Chat – December 7, 2023
- The Chronicles of our Cyber-Experts – Password Best Practices