THE 360 NEWSLETTER
Issue of April 20, 2023
Top news
Best practices
FHSA – Updated Client Article and Availability in Univeris
Interfund Switch Form and Signature Guarantee (Investia Nominee Accounts)
New Client Article
Business tools
Investia Learning – New Section Highlighting Accredited Content
Reminder – System Maintenance Weekend of April 21, 2023
Cybersecurity
The Chronicles of our Cyber-Experts
Industry news
Learning From Experience – Rimba’s Story (PPI)
Formerly FundEX
Cheques Made Payable to FundEX and Online Payment (EFT)