THE 360 NEWSLETTER
Please be advised that we experienced technical difficulties with Fund Facts and statement email notifications during the period of July 26, 2022 to August 1, 2022. Fund Facts shared to clients via Univeris during this period (“Email” or “Share to Client Portal” options) should be reviewed to ensure the client received the email.
If a Fund Facts document was shared to the Client Portal, it is available for viewing in the Client Portal, however the email to the client indicating it was shared was not received by the client.
If the Fund Facts document was shared from Univeris via the “Email” option, neither the document or the notification to the client was received via email, however a copy is available in the Client Portal.
In addition, all 2nd quarter statements are also available on the portal. The statement impact is limited to client notifications of availability sent during the July 26 to August 1 period.
Although this issue is resolved, we encourage you to review your Fund Facts shared between July 26, 2022 and August 1, 2022.
For additional information, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
Also in this issue
- Univeris System Performance – Follow-up and Expected Slowness on August 9
- Secure File Upload Tool – Imaging vs. Processing Options
- Maintaining Client Notes
- 6 Good Habits to Adopt to Be Cybercareful – Tip # 2
- Annual ESG Engagement Report – Dialogue to Action
- Social Media Platforms – What You Need to Know (PPI)
- Model Portfolios – Q2 Update