THE 360 NEWSLETTER
As part of our continuous improvement of AccountXPRESS, please note that the following fields/sections will be removed from the system effective Monday, August 1, 2022:
- The Alternate Client Number field:
- The Country of Birth field:
- The general questions for related parties:
- The Source of Funds section at the AccountXPRESS level:
Should you have any questions or require additional information, please do not hesitate to contact your Compliance Officer.
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
- 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