THE 360 NEWSLETTER
What Your Client Should Financially Expect When They’re Expecting (PPI)
Industry news September 28, 2023Is your client expecting a new family member? Exciting, but also scary considering all the uncertainties that come with parenting. We’ve got them covered! Read and share this article to let your client know what to financially expect when they’re expecting.
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
- Virtual Water Cooler Series – Recording Link
- The Chronicles of our Cyber-Experts