THE 360 NEWSLETTER
Issue of July 20, 2023
Top news
Best practices
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 tools
Business Tracker – New Process Type Added
Client Fee Dashboard – Consent Value Update
Compliance
Clarification – Limited Authorization Form (LAF) and Electronic Processing Agreement (EPA)
Cybersecurity
The Chronicles of our Cyber-Experts
Industry news
Assuris Announces Higher Levels of Policyholder Protection (PPI)
Economic and Financial Bulletin – June 2023 (iA Global Asset Management)
iA Clarington Mid-Year Review
Investment Products & Platforms
CashMonitor Report – June 2023