Dealer Fees – Our registered dealer Investia Financial Services Inc. (formerly FundEX Investments Inc.) introduced a new annual client fee this year. You may have noticed a letter regarding this earlier in the year sent by regular mail. We do not believe this fee is in your interest or that it is justified at this time and therefore we are paying it on your behalf. If you receive any notice to the contrary, please let us know and we will make sure that it is corrected right away.
Forms – Over the coming weeks you may be receiving an email from us with an attached update compliance form requiring your signature. This is simply an internal form for your file to ensure that we can efficiently maintain your accounts, it involves no changes to your investments whatsoever. If you would kindly print and sign just the highlighted yellow area and return to us by scanned email or regular mail (address below). If you would prefer that we mail you the form, just let us know and we will get it out to you that way. Also of course, if you have any questions, please let us know. We appreciate your cooperation in maintaining your files.