THE 360 NEWSLETTER
We would like to inform you that an improvement has been made to Investia’s Electronic Signature Tool.
Going forward, you will notice that two new roles have been added to the Signer information section of the tool. In addition to the roles listed in the drop-down menu, you can now select Other 2 and Other 3 to add more authorized signers (whose identities have been verified) to the signing ceremony, as needed in your business process:
The Electronic Signature Representative Guide, which can be found on the Advisor Centre under Guides & Training / Technological Tools, has been amended and replaced on the Advisor Centre.
We hope you find this enhancement useful.
Should you have any questions or require additional information, please contact our Client Services Team, by email at investia@investia.ca, by phone at 1-888-684-5548 or by using the chatbot feature on the Advisor Centre.
Also in this issue
- Privacy and Client Consent – Update of NCAFs and KYC Update Form
- Replacement in Case of Absence – Reminders
- Risk Rating Changes – Manulife Investment Management
- Risk Rating Changes – CI Global Asset Management
- Risk Rating Changes – TD Asset Management
- The Chronicles of our Cyber-Experts
- Economic and Financial Bulletin – iA Global Asset Management
- Monthly Market Snapshot – August 2023