THE 360 NEWSLETTER
We would like to remind you that our 2023 Virtual Conference for Administrative Personnel will be held next week, November 7 and 8, 2023. The virtual conference will consist of 2 1/2 hours of live presentations each day from 1:00 p.m. to 3:30 p.m. (ET).
Click here to view the event’s agenda.
We remind you that the conference is also open to Representatives this year.
Still not registered?
If you wish to attend the event and have not registered as of yet, we invite you to register as soon as possible by clicking here, or you can contact us at events@investia.ca
Should you have any questions or require additional information, please send an email to events@investia.ca.
Also in this issue
- 2023 Year-End Procedures – Administrative Bulletin
- Important – Mutual Fund Licence Renewal for 2024
- Key Reminders in Preparation for Year End and RRSP Season
- 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