THE 360 NEWSLETTER
Please note that Monday, August 1, 2022 is a statutory holiday in several provinces, including in Ontario. As a result, the markets and Fundserv will be closed, which means that no trading or settlements will take place on that day.
Note that our Quebec Head Office teams will remain available during regular business hours to answer your phone and email requests.
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
- 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
- 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