THE 360 NEWSLETTER
In the February 24, 2022 issue of your 360 Newsletter, we mentioned that reporting of attendance to continuous activities (“CE”) completed since December 1, 2021 would be done by Investia in the MFDA CE Reporting and Tracking System (“CERTS”) by mid-March 2022.
However, please be advised that a delay is to be expected as this process has not been finalized by the MFDA. Updates will be made as soon as possible.
In the meantime, if you would rather post your own CE activities, you can do so by following the procedure available on CERTS:
Should you have any questions or require more information, please contact investia.learning@investia.ca or your Compliance Officer.
Also in this issue
- System Maintenance Cancelled – Univeris, Investia Client Portal and Mobile App
- Letter of Indemnity Requests
- New Investia Backgrounds for Your Virtual Meetings
- New Version of Investia Learning
- Invalid or Missing Client Email Addresses – Quarterly Communications
- How to Build Your Social Online Network (PPI)
- Monthly Market Snapshot – March 2022