THE 360 NEWSLETTER
Firstly, we would like to thank everyone who attended the Virtual Water Cooler Chat on multi-factor authentication (MFA) held on Thursday, November 17. For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – November 17, 2022
Reminder – December’s Water Cooler
If you missed the email invitation sent to you earlier this week (i.e., Monday, November 21), we invite you to mark your calendars now for December’s Water Cooler Chat: Thursday,December 8, from 2:30 p.m. to 3:15 p.m. (ET). This session will be dedicated entirely to our new Transition Program.
Click here on December 8 a little before 2:30 p.m., or click here to add it to your calendar.
Should you have any questions about our events, please send an email to events@investia.ca.
Also in this issue
- Multi-Factor Authentication (MFA) on the Investia Client Portal – New Web Page and Turnkey Letter
- Internal Transfers Between Investia Nominee Plans – Important Reminder
- Product Approval Requests
- Reminder – Application for 2023 Temporary Income (Investia Nominee Accounts)
- Reminder – RRSP to RRIF Transfers at 71
- Reminder – Payment of the Minimum Annual Amount (Investia Nominee Accounts)
- Two New Client Articles
- Foreign Tax Reporting Requirements (FATCA/CRS) – Consequences of Non-Compliance Effective January 1, 2023
- Two-Factor, Foolproof Protection Against Password Attacks
- Protecting Your Clients’ Retirement With Critical Illness Insurance (PPI)