THE 360 NEWSLETTER

We're listening! Due to popular demand, we are excited to present our next webinar “An Easy Approach to KYP”.

On Wednesday, September 21, join Investia's Practice Management and Training and Compliance Specialists as they discuss the key points of the KYP tool and provide more details on its use and regulatory framework. Note that this training is mostly intended for Representatives, but administrative staff is invited to join to gain a thorough understanding of the KYP process. This webinar will also include a question period at the end.

Mark your calendars now for this event: Wednesday, September 21, 2022, from 1:30 to 2:15 p.m. (ET). To join the webinar, click here on September 21 a little before 1:30 p.m., or click here to add it to your calendar.

This session will be recorded and ready for viewing a few days after the event. It will be available on the Advisor Centre under the “Guides & Training / Training Videos” section.

Should you have any questions or wish to share suggestions or ideas for future webinars, please do not hesitate to contact your Practice Management and Training Specialist, or for more general information, our Client Services Team, by email at investia@investia.ca, or by phone at 1-888-684-5548.