THE 360 NEWSLETTER
Read document here.
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
- Investia and AGA Group Insurance Plan – Updated FAQ
- The $1 Trillion Intergenerational Wealth Transfer (PPI)
- Two Upcoming Webcasts