THE 360 NEWSLETTER

Client Fees – Updated FAQ and Client Fee Dashboard Reminder

Top news May 23, 2024
Print

We would like to inform you that changes have been made to the Client Fee FAQ to clarify the following:

  • Question 20: details have been added in reference to iA Clarington’s fee waiving program, including an example to clarify eligibility.

Click here to read the amended FAQ, which can also be found on the Advisor Centre under the “Communications” section.

Reminder – Client Fee Dashboard

In preparation for the collection of 2024 Client Fees on June 30, we remind you that the Client Fee Dashboard has been reactivated and will be available until June 30, 2024 (no exceptions). You can use the Client Fee Dashboard to indicate which of your clients you would like to pay the fees for, including nominee account holders. Note that this option will be locked down after June 30.

As a reminder, fees have been harmonized at $50 plus tax for all clients, whether they hold client-name, nominee or intermediary accounts.

Should you have any questions, 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.

Back to current issue

Also in this issue