THE 360 NEWSLETTER
Please be advised that Monday, September 4, 2023, is Labour Day and a statutory holiday in all the provinces. As a result, markets and Fundserv will be closed, which means that no trading or settlement will take place on that day. We will resume regular business hours on Tuesday, September 5.
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
- Coming to an End Soon – Investia Intermediary Account Transfer Program
- Important Reminder – Privacy Now Advisor Consent – Action Required
- Investia Client Administration Fee – Delay with Invesco
- New Banking Material Request Form – Order your Material Faster!
- New Investia Backgrounds for Virtual Meetings
- Reminder – Foreign Tax Reporting Requirements (FATCA and CRS) – Consequences of Non-Compliance
- Risk Rating Changes – Invesco Canada
- The Chronicles of our Cyber-Experts – Summary
- Through Thick and Thin (PPI)
- CashMonitor Report – August 2023