THE 360 NEWSLETTER

We would like to remind you that you have until June 30, 2024 (no exceptions) to use the Client Fee Dashboard to select clients for whom you would like to pay this year’s Client Fee, if applicable. After this date, this option will be locked down.

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

FAQ
Should you require detailed information about the client fee billing process, please click here to read the FAQ, which can also be found on the Advisor Centre under the “Communications” section.

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.