THE 360 NEWSLETTER
Share Rimba’s story about the transfer of valuable and sentimental assets—a case study your clients may relate to, learn from, and remember.
Also in this issue
- Advisor Applications Security Update – Integration of Multi-Factor Authentication
- Availability of March 31, 2023 Statements
- Elimination of Deferred Sales Charges (DSC) and Low Sales Charges (LSC)
- Virtual Best Business Practices Roadshows – Save the Dates
- FHSA – Updated Client Article and Availability in Univeris
- Interfund Switch Form and Signature Guarantee (Investia Nominee Accounts)
- New Client Article
- Investia Learning – New Section Highlighting Accredited Content
- Reminder – System Maintenance Weekend of April 21, 2023
- Compliance Inquiries and Account Supervision Email Address – Clarification
- Upcoming Live Training Webinar on nesto – More Information
- The Chronicles of our Cyber-Experts
- Cheques Made Payable to FundEX and Online Payment (EFT)