THE 360 NEWSLETTER
We would like to inform you that the FAQ document with answers to questions we received about the new Investia/AGA group insurance plan has recently been updated.
The updated FAQ provides additional information about enrolment, including a link to AGA’s microsite with a password to access it so that you can register. Click here to read the updated FAQ, which can also be found on the Advisor Centre under Registrations & Licensing / Group Insurance.
As a reminder, the new group insurance program is offered to all Investia Representatives/Assistants (licensed and unlicensed), as well as members of their administrative staff, whether or not you have enrolled in the existing group insurance plan.
Should you require additional information about the group insurance plan, please contact AGA directly at ia.implantation@aga.ca
Also in this issue
- Launch of Investia Web Showcase
- Reminder – Univeris System Maintenance and Implementation of Fundserv Standards
- Revamping of Investia Website
- Electronic Processing Agreement (EPA) – New FAQ
- FHSA Available in Univeris
- New Client Article
- New Tax Rules – Source Deductions of Income Tax (Quebec Only)
- Reminder – Client Fee Dashboard
- Transfer Forms – Important Clarification
- Updated GIC Rate List on the Advisor Centre
- KYP Weekly Alerts – Consolidation with KYP Compliance Alerts
- The $1 Trillion Intergenerational Wealth Transfer (PPI)
- Two Upcoming Webcasts
- Monthly Market Snapshot – June 2023