THE 360 NEWSLETTER

Following the April 18, 2024 communication, the Client Fee Dashboard on the Advisor Centre has been updated in preparation for the collection of 2024 Client Fees. The Client Fee Dashboard will be accessible to Representatives in the next couple of weeks, i.e., early May.

New this year on the dashboard

• This year, the fees have been harmonized at $50 plus tax for all clients holding client-name, nominee and intermediary accounts. Representatives will use the Client Fee Dashboard to indicate which clients they wish to pay the fees for, including those holding nominee accounts, which previously had a different process.
  
  
• A column for 2024 plus outstanding fees has been updated, along with another column indicating the previous year’s status so that you can easily see if last year’s fees have been paid.
  
  
• You will have the opportunity to let us know if you wish to pay your clients’ fees within the dashboard no later than June 30, 2024 (no exceptions). The ability to select clients for whom you wish to pay the client fees will be locked down after June 30, 2024.

Client Fee FAQ
For more information about the client fee process, click here to read the Client Fee FAQ, which can also be found on the Advisor Centre under the “Communications” section.

Should you have any questions or 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.