THE 360 NEWSLETTER
Following last week’s memo, we wish to inform you that we will not be able to implement the prioritized language when calling Investia due to instability of our phone system. We will continue to work on this initiative as part of the iA Financial Group family's commitment to meeting the needs of our representatives and clients who contact us and we will notify you of the future implementation date.
Should you require additional information, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
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
- Exploring Your Client’s Life Insurance Options (PPI)
- iA Clarington PM Webcast with Wellington Square
- iA Wealth 2022 Recommended Funds List