THE 360 NEWSLETTER
Quarterly Outlook and Asset Allocation Target – July 2022
Investment Products & Platforms July 28, 2022
Read document here.
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)
- 2022 Mid-Year Review – Insights on the Economy and the Markets
- CashMonitor Report – July 2022
- Reminder – Fund Companies and Intermediaries Logistics