THE 360 NEWSLETTER
We would like to thank everyone who attended our live training webinar called “Objective Suitability: What You Need to Know” which was held on Wednesday, March 29.
Replay Link
If you missed it, click here to watch the replay, which can also be found on the Advisor Centre under the “Guides and Training / Training Videos” section.
Reference Material
Risk Rating and Objectives/Asset Allocation Adjustments to Certain Funds
Investment Objective Suitability – 10% Variance
Reminder – Investia Investor Profile Questionnaire
Reminder – Common Compliance Inquiries
Survey
Your feedback is important! To help us continue to improve this series of events, we would appreciate your taking a few minutes of your time to give us some feedback on your experience. Stay tuned as a short survey will be sent to you by email next week. Note that this email will come from TelosTouch from the following (legitimate) email: communications@telostouch.investia.ca
Should you have any questions or wish to share suggestions or ideas for future webinars, please do not hesitate to contact your Practice Management and Training Specialist.
Also in this issue
- FHSA – Availability in Univeris and New Client Article
- Investia Intermediary Transfer Program
- Reminder – Continuing Education (“CE”) Requirements
- Updated Investia Relationship Disclosure Information Document (RDID)
- Office Closure on Friday, April 7, 2023
- Wealth Professional Awards 2023 – Nomination of Investia Representative
- The Chronicles of our Cyber-Experts
- The Best of Both Worlds in a TermPerm Blend (PPI)