THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
Understanding Your Notice of Assessment
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
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)
- 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
- Learning From Experience – Rimba’s Story (PPI)
- Cheques Made Payable to FundEX and Online Payment (EFT)