THE 360 NEWSLETTER
Issue of November 17, 2022
Top news
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
Best practices
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
Business tools
New Feature on the Client Portal and Mobile App
New Uploading Option on the Secure File Upload Tool – Bank Deposit Backups
Compliance
Change to Remote Account Opening Administrative Procedure Name and Important Reminders
KYP Tool Update – Due Diligence Resets & Email Alerts
Industry news
iA Clarington Webcast Date Change
The Greatest Hits – Your Client’s Top 3 Calculators (PPI)
Investment Products & Platforms
Monthly Market Snapshot – November 2022