THE 360 NEWSLETTER
Want to encourage your prospects and clients to think about planning for estate preservation and distribution? Share Bett’s story about the importance of documenting final intentions, a case study they can relate to, learn from and remember.
Also in this issue
- Invitation to Live Training Webinar – An Easy Approach to KYP
- Trade Rejection Email Notifications
- Fund Risk Rating Changes – Invesco Canada Ltd.
- KYP Tool Update – Segregated Funds and HISAs no Longer Part of the KYP Process
- Reminder – Common Compliance Inquiries
- 6 Good Habits to Adopt to Be Cybercareful – Tip # 5
- Economic and Financial Bulletin (iA Financial Group) – July 2022
- Economic and Financial Bulletin (iA Financial Group) – June 2022