THE 360 NEWSLETTER

Following the February 8, 2024 communication, we would like to remind you that a new uploading option has been added to the Secure File Upload Tool on the Advisor Centre. Going forward, simply select the “Estate processing (Nominee accounts)” option to send us your nominee estate documents for processing via the upload tool.

Having one location for nominee estate documentation will result in documents no longer having to be split manually among our various teams, which will result in faster processing for you and your clients, reduced errors and fewer back-and-forth communications for follow-ups/requests for missing information.

Use the new nominee estate processing option for:

• All your Investia nominee estate documents intended for processing (i.e, death notifications, authenticated wills, letters of direction, death certificates, identification documents, instruction forms, void cheques, etc.)

Do not use this option for:

• Estate documents related to client-name/intermediary accounts – Please continue to use the regular Processing or Imaging options, depending on the case.
• Any non-estate related documentation.

Best practice
To further expedite processing, please ensure to always send all your nominee estate documents (per plan or client) in one batch. Incomplete files will lose their priory in our processing queue and be placed in pending status until all documents have been received, which will cause additional delays. It is important to note that if you use the “Processing” option instead of the option dedicated to estates, some of your documents will not reach our team, resulting in delays in the processing of these estates.

Stay tuned!
We have more in store for you as we are working on other initiatives to improve estate processing. Stay tuned for details in upcoming issues of The 360 Newsletter.

More information

• Administrative Procedure # 32 – Estates, available on the Advisor Centre under Procedures & Forms / Administrative Procedures.
• “Estate Settlement – Required Document/Information Checklist” (F51-400A) – Quebec Only | Outside Quebec, both available in Univeris under the “Generate Forms” section:
  
  

We hope this new option will prove useful to you.

Should you require any information, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca, by phone at 1 888 684-5548 or via the chatbot feature on the Advisor Centre.