THE 360 NEWSLETTER
To read the 2023 Year-End Procedures – Administrative Bulletin, click here.
To read the calendar of important dates to remember, click here.
To read the calendar of important dates to remember, click here.
Also in this issue
- Important – Mutual Fund Licence Renewal for 2024
- Key Reminders in Preparation for Year End and RRSP Season
- Reminder – 2023 Virtual Conference for Administrative Personnel
- Update of Investia Administrative Fee Schedule and Client Fee Reminder
- Upcoming Virtual Water Cooler Chat – November 9, 2023
- Cash Isn’t King – iA Clarington Webinar on November 7
- iA Clarington Adds Funds to ETF Series Lineup
- Quarterly Outlook and Asset Allocation Report – October 2023