THE 360 NEWSLETTER
We invite you to complete the online course entitled “Cyberattack, an Invisible Threat” which is available today on Investia Learning.
As a professional working in the financial sector, maintaining up-to-date knowledge of cybersecurity and adopting the right behaviours is a shared responsibility.
In order to achieve these objectives, and thus guarantee quality service to your clients, this course must be completed by all Investia representatives and their employees by September 30. Please allow approximately one hour (1 h) to take this course and complete the quiz to earn the following continuing education credits:
Continuing Education (CE) credits offered:
- CSF: one (1) in Compliance (CO);
- IQPF: one (1) in Compliance with Standards, Ethics and Business Conduct (SC);
- MFDA: one (1) in Business Conduct;
- Advocis: one (1) in Ethics.
Should you require any assistance with Investia Learning, please do not hesitate to contact us by email at learning@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
- New Client Article
- 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
- iA Clarington Webcast Replay
- CashMonitor Report – May 2023