THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
Take Advantage of High Interest Rates
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
Also in this issue
- Investia Client Administrative Fee – Deductions from Commissions on September 14, 2023
- Privacy and Client Consent – Updated NCAFs/KYC Update Form
- New! Investia Logo on the Advisor Centre and Logo Use Guidelines
- Client Fee Dashboard - Report Now Available Displaying Clients With Active Banking Information
- Our Virtual Water Cooler Chats Are Back! Special Edition on Cybersecurity
- The Chronicles of our Cyber-Experts