THE 360 NEWSLETTER
Reminder – 2021 Virtual Conference for Transactional Administrative Staff – Save the Date
Events September 30, 2021Read document here
Also in this issue
- Liquid Alternative Mutual Funds (ALTs)
- Investia 2021 National Business Conference
- 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