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:
4 Strategies for Tax-Efficient Charitable Giving
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
- Important Reminder – Mutual Fund Licence Renewal for 2023
- Launch of Multi-Factor Authentication (MFA) on the Investia Client Portal
- Reminder – Morningstar Advisor Workstation Subscription and Renewal for 2023
- New One-Time PAC Feature in Univeris
- Unclaimed Property – Reminder of Requirements and Upcoming Suspension of AWDs
- Investment Objective Suitability – 10% Variance
- Risk Rating and Objectives/Asset Allocation Adjustments to Certain Funds
- Risk Rating Changes – Dynamic Funds
- The Holiday Season Is Upon Us… Cybercriminals Are Looking Forward to it!
- INFOclip – Transferring Wealth to Future Generations (PPI)
- Portfolio Manager Video – Market Analysis & Fund Updates