THE 360 NEWSLETTER
As a follow-up to the April 6 communication, we would like to share with you a FAQ document that has been put together based on the questions we received from our recent live training webinar “Objective Suitability: What You Need to Know”, which was held on Wednesday, March 29.
Click here to read the FAQ.
The replay link to watch the webinar and other reference materials are available in the April 6 communication link above.
Also in this issue
- FHSA – Updated Client Article
- Investia Advisor Workgroups – Selected Candidates
- Investia Conferences in 2023 – Mark Your Calendars Now
- New Administrative Staff Workgroups
- Client Banking Information – Important Considerations
- Client Fee Dashboard
- New Client Article
- Geolocation and Segmentation Tools
- System Maintenance – Univeris and Advisor Centre Downtime
- Invalid or Missing Client Email Addresses – Representative Notification
- Risk Rating Changes – Desjardins Investments
- Invitation to a Live Training Webinar – nesto
- The Chronicles of our Cyber-Experts
- iA Clarington Video with Donny Moss
- What to Do if Your Client Is Declined, Rated or Postponed for Insurance (PPI)
- Monthly Market Snapshot – April 2023