THE 360 NEWSLETTER
After a well-deserved summer break, our Water Cooler Chats are now back in full force!
We would like to remind you that our next Virtual Water Cooler Chat will be held on Thursday, September 14, at 2:15 ET.
Our President, Louis H. DeConinck, will be joined by 3 special guests from Solulan for a session dedicated entirely to our cybersecurity program. We will cover the following topics:
- Quick overview of our partnership with Solulan
- Presentation of the program and advisor tools available (self-assessment questionnaire, online platform for the purchase of tools, etc.)
- Process to contact Solulan
If you missed the email invitation sent to you last week (i.e., on Wednesday, August 30), we invite you to mark your calendars now for this event:
Water Cooler Chat – Cybersecurity
Thursday, September 14, 2023, from 2:15 to 3:00 p.m. (ET)
To add it to your calendar: click here
To join the event: click here a few minutes before it starts
We look forward to chatting with you soon!
Should you have any questions about our events, please send an email to events@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 Client Article
- New! Investia Logo on the Advisor Centre and Logo Use Guidelines
- Client Fee Dashboard - Report Now Available Displaying Clients With Active Banking Information
- The Chronicles of our Cyber-Experts