THE 360 NEWSLETTER

Client Fee Dashboard – Consent Value Update

Business tools July 20, 2023

In the spirit of continuous improvement, we would like to inform you that a change has been made to the Client Fee Dashboard on the Advisor Centre.

Effective tomorrow, Friday, July 21, the value in the Consent column on the Dashboard will be changed from “Yes” to the date on which the client’s consent was received in order to facilitate your reference:

We hope this change will prove useful to you.

Should you have any questions, we invite you to contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548, or use the chatbot feature available on the Advisor Centre.