THE 360 NEWSLETTER
Please be advised that a system maintenance will be performed on the weekend of April 21, 2023.
As a result, Univeris and the Investia Advisor Centre (including the Dashboard, PureFees, Investia Learning and the Financial Needs Analysis (FNA) tool) will be down from Friday, April 21, 6 p.m., to Sunday, April 23, 2023, 10 p.m. (ET). A banner notifying you of the system unavailability will be added to the Advisor Centre.
Should you require additional information, please contact our Client Services Department, by email at investia@investia.ca or by phone at 1-888-684-5548.
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
- Live Training Webinar on Objective Suitability – FAQ
- New Client Article
- Geolocation and Segmentation Tools
- 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