THE 360 NEWSLETTER
We are pleased to inform you that a new training video on commission reports has been made available for your convenience. This video provides an overview of the various reports that you can generate to obtain a breakdown of your commission information, as well as how to access them.
Click here to watch this video, which can also be found on the Investia Advisor Centre under Guides and Training / Training Videos.
As a reminder, Administrative Procedure #21 – Commission Reports, which is available on the Advisor Centre under Procedures and Forms / Administrative Procedures, provides complementary information on the same subject.
Should you require any information, please do not hesitate to contact our Client Service Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
Also in this issue
- 2022 National Business Conference – Save the Dates
- Final Reminder – Client Fee – Deadline for Payment Option Selection (June 16)
- Reminder – 2022 Administrative Fee Reminder – Investia Nominee Accounts
- 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