THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
Enjoy a Budget-Friendly Summer
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
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
- 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