THE 360 NEWSLETTER
What happens to a client’s digital assets when they are no longer here? STEP has shared two useful guides on how to adjust social account settings and how to talk to loved ones about preserving one’s digital legacy. Share it with your clients today.
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
- 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