THE 360 NEWSLETTER

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

Quarterly Outlook and Asset Allocation Target – July 2022

Reminder – Fund Companies and Intermediaries Logistics