THE 360 NEWSLETTER
Firstly, we would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, September 14, which was dedicated entirely to our cybersecurity program with Solulan.
For those of you who missed it, you can watch the presentation by clicking on the following recording link: Virtual Water Cooler Chat – September 14, 2023.
Stay tuned for the next issues of the 360 for details about our next event.
Should you have any questions about our events, please send an email to events@investia.ca
Also in this issue
- 2023 Virtual Conference for Administrative Personnel – Save the Dates
- National Day for Truth and Reconciliation – Trade Day Only on Monday, October 2, 2023
- System Maintenance – Univeris, Advisor Centre, Client Portal and Mobile App Downtime this Weekend
- Investia Nominee Fee-Based Accounts – Change to the Fee Waiving Process
- New Client Article
- New Client Survey
- Payment of the Minimum Annual Amount (Investia Nominee Accounts)
- Business Tracker – Two New Features
- The Chronicles of our Cyber-Experts
- What Your Client Should Financially Expect When They’re Expecting (PPI)