THE 360 NEWSLETTER
Please be advised that effective November 29, 2022, the risk rating of the following funds was increased by Dynamic Funds (DYN):
These changes have been reflected on the Fund Fact documents which are available on Univeris. The risk rating changes at the product level will be updated in Univeris as of Friday, December 9, 2022.
For more detailed information, please click here to read Dynamic’s fund notice, which is also available on the Investia Advisor Centre under Product Information / Fund Notices.
Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
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
- 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