THE 360 NEWSLETTER
We are pleased to inform you that two new investor-facing articles have been made available on your Advisor Centre under the Marketing / Client Articles section:
Protect Yourself From Financial Fraud
What Snowbirds Should Know Before Heading South
We invite you to share these documents 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
- 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)
- Foreign Tax Reporting Requirements (FATCA/CRS) – Consequences of Non-Compliance Effective January 1, 2023
- December’s Water Cooler Chat and Link to the Last Event
- Two-Factor, Foolproof Protection Against Password Attacks
- Protecting Your Clients’ Retirement With Critical Illness Insurance (PPI)