THE 360 NEWSLETTER
Read document here.
Also in this issue
- Final Reminder – Client Fee – Deadline for Payment Option Selection (June 16)
- Reminder – 2022 Administrative Fee Reminder – Investia Nominee Accounts
- New Training Video on Commission Reports
- Update of Transfer Fee Reimbursement Procedure and Form and New FAQ
- Reminder – System Maintenance – Univeris, Investia Advisor Centre, Client Portal and Mobile App Downtime
- Form Review – Individual Interviews with Representatives
- Mandatory Fields – Updating KYCs for Existing Clients with Missing Information
- Updated Compliance Policies & Procedures Manual (“CPPM”) – June 2022 Version
- Tip # 5 – What Are Good Practices with my Passwords?
- Monthly Market Snapshot – June 2022