THE 360 NEWSLETTER
Reminder – System Maintenance – Univeris, Investia Advisor Centre, Client Portal and Mobile App Downtime
Business tools June 16, 2022In preparation for the upcoming database merge, we would like to remind you that we will be conducting system maintenance on the weekend of June 17, 2022.
As a result, Univeris, the Investia Advisor Centre, Client Portal and the mobile application will be unavailable starting tomorrow, Friday, June 17, 2022, 4:00 p.m., until Monday, June 20, 2022, 9 a.m. (ET).
Should you require additional information, please contact our Client Services Team, 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
- New Training Video on Commission Reports
- Update of Transfer Fee Reimbursement Procedure and Form and New FAQ
- 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