THE 360 NEWSLETTER
Please be advised that effective July 28, 2023, the risk rating of the following funds was increased by Invesco Canada (“AIM”):
These changes have been reflected on the Fund Fact documents available on Univeris. The risk rating changes at the product level will be updated in Univeris on Friday, September 1, 2023.
For more detailed information, please click here to read Invesco Canada’s notice.
As a reminder, Representatives are expected to review impacted products in their clients’ portfolios upon a risk rating change and re-complete their KYP due diligence process as a risk rating change constitutes a material change to the product. Representatives are also expected to work to resolve suitability concerns within a 3-month period. For a list of your impacted clients, please reach out to your Compliance Officer.
Should you have any questions, please contact our Client Services Department, by email at investia@investia.ca, by phone at 1-888-684-5548 or use the chatbot feature available on the Advisor Centre.
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- 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
- Labour Day on September 4, 2023 – Office Closure
- The Chronicles of our Cyber-Experts – Summary
- Through Thick and Thin (PPI)
- CashMonitor Report – August 2023