THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
How to Raise Wise Money Managers From an Early Age
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.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)
- 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
- 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