THE 360 NEWSLETTER

In order to ensure that your e-delivery clients receive all their documents and notifications (e.g., their notices of statement availability on the Client Portal) in a timely manner and in compliance with regulatory requirements, we will be implementing a new process which will help manage bounce back emails efficiently.

As such, starting next week, we will be monitoring bounce back emails closely and contact you on a quarterly basis by emailing all Representatives with clients with invalid/missing email addresses on file. Upon receipt of these emails from Head Office, we ask that you please take a moment to validate the email address with the client and make the required corrections in the database.

For guidance on the change of client email address process, we invite you to read Administrative Procedure # 24A – Change or Addition of Email Address, which can also be found on the Advisor Centre under the “Procedures & Forms / Administrative Procedures” section.

We thank you in advance for your cooperation and support in that regard.

Should you have any questions or require any additional information, please do not hesitate to contact your Compliance Officer.