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 available on the Advisor Centre under Communications / Client Fee.
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.
Also in this issue
- Coming Soon – Automated KYC Tool
- Online Group Trainings During the Summer Season
- Summer Client Services Business Hours
- Non-Functional Quarterly Statement Links in Univeris
- Changes to Approval of Limited Authorization Form
- Usage of PPI Bank Card No Longer Permissible
- Statutory Holiday on Monday, June 24 – Saint-Jean-Baptiste Day
- Launch of Three Funds and Name Change to Existing Mandate (iA Clarington)
- Monthly Market Snapshot – June 2024