THE 360 NEWSLETTER
2022 Mid-Year Review – Insights on the Economy and the Markets
Investment Products & Platforms July 28, 2022As we move into the second half of 2022, iA Clarington portfolio managers take a look back at their forecasts in January and reflect on the major developments of the first two quarters, and how they’re positioning for the rest of the year and beyond.
Click here to read the report.
Also in this issue
- Availability of June 30, 2022 Statements
- Investia Intermediary Transfer Program
- Trade Rejections – Preauthorized Chequing Plans (“PAC”) – Investia Nominee Accounts
- Upcoming Canada Life Segregated Fund Conversion
- KYP Obligation Reminders and Compliance Oversight
- Univeris AccountXPRESS – Removal of Unnecessary Fields
- 2022 Annual Administrative Fee Billing
- Civic Holiday on Monday, August 1, 2022
- 6 Good Habits to Adopt to Be Cybercareful – Tip #1
- Help Preserve Your Client’s Memories with the Help of STEP (PPI)
- CashMonitor Report – July 2022
- Quarterly Outlook and Asset Allocation Target – July 2022
- Reminder – Fund Companies and Intermediaries Logistics