THE 360 NEWSLETTER
We would like to inform you that April 1 to June 30, 2022 quarterly statements are currently available on the Investia Client Portal for clients who have elected to receive their documents electronically.
The mailing of paper statements will begin shortly.
Should you have any questions, please contact our Client Services Team, by email at investia@investia.ca, or by phone at 1-888-684-5548.
Also in this issue
- 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)
- 2022 Mid-Year Review – Insights on the Economy and the Markets
- CashMonitor Report – July 2022
- Quarterly Outlook and Asset Allocation Target – July 2022
- Reminder – Fund Companies and Intermediaries Logistics