THE 360 NEWSLETTER
We introduced each of them over the past few weeks, now here is a summary of our 7 priority actions in cybersecurity:
#1 – Strengthen your password
#2 – Enable two-factor authentication
#3 – Secure your clients’ data
#4 – Protect yourself from scams
#5 – Protect your equipment
#6 – Use an antivirus and keep your computer tools up to date
#7 – Be careful when you are out of your office
For additional cybersecurity tips and useful information, please read Investia’s Cybersecurity Guide here.
Should you have any questions or require additional information regarding cybersecurity, please contact our partner Solulan, by email at investia@solulan.com
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
- Labour Day on September 4, 2023 – Office Closure
- Through Thick and Thin (PPI)
- CashMonitor Report – August 2023