THE 360 NEWSLETTER
Issue of February 10, 2022
Top news
Compliance
KYP Tool Enhancement – High Net Worth (HNW) Update
NCAF and KYC Update Form and Common Compliance Inquiries
Reminder – Investia Investor Profile Questionnaire
Corporate announcements
Phone Greeting Language Based on the Province
Industry news
Exploring Your Client’s Life Insurance Options (PPI)
iA Clarington PM Webcast with Wellington Square
Investment Products & Platforms
iA Wealth 2022 Recommended Funds List