THE 360 NEWSLETTER
Please be advised that the iA Clarington webcast scheduled on November 10 will be held on November 22 instead. In this webcast, you learn how that portfolio manager has been navigating one of the most challenging years on record market wise, and how it’s positioning its funds as we approach the new year.
Also in this issue
- Document Transmission Feature on the Advisor Centre – Improvement to our Process and Useful Reminders
- Important – Mutual Fund Licence Renewal for 2023
- Important Reminder – System Maintenance (Univeris, Advisor Centre, Client Portal and Mobile App)
- nesto and Investia Mortgage Referral Program and Contest Winner
- Estate Settlement – Two New Forms and Amended Administrative Procedure
- Interfund Switch Form – New Transmission Process
- Locking-In Confirmation Transfer In Form
- New Client Article
- Reminder – Elimination of Cheques From Your Daily Processes and Client Payment Options
- New Feature on the Client Portal and Mobile App
- New Uploading Option on the Secure File Upload Tool – Bank Deposit Backups
- Change to Remote Account Opening Administrative Procedure Name and Important Reminders
- KYP Tool Update – Due Diligence Resets & Email Alerts
- Holiday Shopping Is Starting Soon, and so Are Cyberattacks
- The Greatest Hits – Your Client’s Top 3 Calculators (PPI)
- Monthly Market Snapshot – November 2022