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:
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
- Act Respecting French, the Official and Common Language of Québec (also known as Bill 96)
- Investia Administrative Staff Workgroups – Selected Candidates
- Univeris System Maintenance and Implementation of Fundserv Standards
- Virtual Best Business Practices Roadshows – Change to the Agenda for Wednesday, June 7
- Client Banking Information – Reminders and Clarification
- Reminder – Account Status in Univeris
- Reminder – Client Fee Dashboard
- Upcoming Launch of the Electronic Processing Agreement (EPA)
- Risk Rating Change – TD Asset Management
- Risk Rating Changes – National Bank Investments
- New Mandatory Cybersecurity Course
- iA Clarington Webcast Replay
- CashMonitor Report – May 2023