THE 360 NEWSLETTER
Sébastien Mc Mahon and Tej Rai discuss features and benefits of iA Wealth Managed Portfolios and how they have been enhanced in recent years.
Click here to watch the video.
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 Client Article
- 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)