THE 360 NEWSLETTER
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Also in this issue
- Model Portfolios in Univeris
- New Form to Facilitate Transmission of Cheques and Banking Information
- New Remote Account Opening for New Clients
- Update of Fund Profile Information in Univeris – Load Type
- Guidance on LAFs for Client-Name Accounts, Changes to Address and Banking Information, Redemptions and Issuing Third Party Cheques
- New Fund Research Document