THE 360 NEWSLETTER
Please be advised that a conversion of Canada Life segregated funds will take place between Friday, July 29 and Tuesday, August 2, 2022.
For more detailed information, click here to read the Canada Life dealer notice. Note that this fund company notice summarizes changes for LON, GWL and CAN funds, but only CAN fund information applies to Investia.
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
- 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