THE 360 NEWSLETTER
Our National Business Conference is fast approaching!
We would like to remind you that this year’s virtual conference will be held from Monday, October 25 to Thursday, October 28, 2021.
Event Website
Once again this year, you will have the opportunity to hear first-hand from our experts and guest speakers as they share their insights on the latest trends, business strategies and practices, and to ask your questions at the end of each presentation. Click here to obtain details about the event, including registration information, the conference’s theme, agenda and speaker line-up.
Invitation by Email
Stay tuned as the mailing of personalized email invitations started earlier today and will be completed by the end of the week.
Should you have any questions related to this event, please contact us by email at events@investia.ca
Also in this issue
- Liquid Alternative Mutual Funds (ALTs)
- Cybersecurity, Email Protection and Overview of Reference Tools and Materials
- Primary Address and Residence Code in Univeris
- Reminder – Account Status in Univeris
- Update of External Electronic Form Administrative Procedure
- Technical Issues – Sharing Univeris Fund Facts to the Client Portal
- Reminder – Investia Investor Profile Questionnaire
- Realignment of Regional Sales Support
- Reminder – 2021 Virtual Conference for Transactional Administrative Staff – Save the Date