THE 360 NEWSLETTER
Following the October 20, 2022 announcement, we would like to remind you that Investia has partnered with nesto to provide you with a chance to offer the lowest mortgage rates to your clients and generate extra income for your business.
nesto has a team of mortgage advisors that will help your clients find the best mortgage solutions for their needs. The best part? Every time a client funds a mortgage with nesto, you will receive a gross commission of 25 bps (0.25%) of the mortgage amount.
Contest winner
Congratulations to our nesto contest winner, Investia Representative Anthony Howard, based in Ontario, who has won a $845 cash prize!
To sign up
Don’t wait and join the 300+ Investia Representatives who have already signed up to nesto’s referral program: https://www.nesto.ca/investia
If you have any questions regarding the referral program, you can contact the nesto team at partnerships@nesto.ca.
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)
- 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
- iA Clarington Webcast Date Change
- The Greatest Hits – Your Client’s Top 3 Calculators (PPI)
- Monthly Market Snapshot – November 2022