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 on how to process a claim (for services provided before June 1, 2023) under the former benefits plan (ref. question 17). 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 have any questions, please 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
- New Client Article
- Payment of Interest on Nominee Cash Account Balance – Investia Dashboard
- Business Tracker – New Process Type Added
- Client Fee Dashboard – Consent Value Update
- 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