THE 360 NEWSLETTER
Read document here.
Also in this issue
- Client Fee Updates – Customizable Client Letters, Administrative Fee Schedule and FAQ Reminder
- Investia 2022 Tax Guidelines
- Reminder – Account Status in Univeris
- Client Portal Starter’s Guide
- Technical Difficulties – Notifications
- KYP Tool Enhancement – High Net Worth (HNW) Update
- NCAF and KYC Update Form and Common Compliance Inquiries
- Reminder – Investia Investor Profile Questionnaire
- Phone Greeting Language Based on the Province
- Exploring Your Client’s Life Insurance Options (PPI)
- iA Clarington PM Webcast with Wellington Square