THE 360 NEWSLETTER
We would like to remind you that a system maintenance will be performed this weekend, 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 have any questions, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.
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
- 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)