THE 360 NEWSLETTER
Issue of June 8, 2023
Top news
Best practices
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
Compensation
Investia and AGA Group Insurance Plan – Updated FAQ
Investment Products & Platforms
Monthly Market Snapshot – June 2023