THE 360 NEWSLETTER
Following the April 13 communication, we would like to remind you that our next live training webinar will be held on April 26.
Dedicated to our mortgage services partner nesto, this webinar will provide you with the opportunity to learn more about one of the most innovative mortgage companies in Canada, as well as the program it has developed to help you meet your clients' mortgage needs.
For those of you who may not know, nesto is Canada’s largest digital mortgage lender - processing billions of dollars in mortgages every year and named the Canadian Lender of the Year by the Canadian Lenders Association. Its mission is to provide greater transparency and the best financing experience to Canadians by leveraging the most advanced technologies.
Mark your calendars now for this event:
Wednesday, April 26 2023, from 1:30 to 2:15 p.m. (ET)
To join the webinar on April 26: click here a few minutes before 1:30 p.m.
To add it to your calendar: click here
This session will be recorded and ready for viewing a few days after the event. The replay will be available on the Investia Advisor Centre under the “Guides & Training / Training Videos” section.
Should you have any questions or wish to share suggestions or ideas for future webinars, please do not hesitate to contact your Practice Management and Training Specialist.
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
- The Chronicles of our Cyber-Experts
- Learning From Experience – Rimba’s Story (PPI)
- Cheques Made Payable to FundEX and Online Payment (EFT)