THE 360 NEWSLETTER
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.
Also in this issue
- Availability of June 30, 2023 Statements
- New! Podcasts on Your Personalized Web Page
- Reminder – New Privacy Requirements
- FHSA – Addition of AGF Application in Univeris
- FHSA – Transfers from RRSPs
- Investia and AGA Group Insurance Plan – Updated FAQ
- New Client Article
- Payment of Interest on Nominee Cash Account Balance – Investia Dashboard
- Business Tracker – New Process Type Added
- Clarification – Limited Authorization Form (LAF) and Electronic Processing Agreement (EPA)
- The Chronicles of our Cyber-Experts
- Assuris Announces Higher Levels of Policyholder Protection (PPI)
- Economic and Financial Bulletin – June 2023 (iA Global Asset Management)
- iA Clarington Mid-Year Review
- CashMonitor Report – June 2023