THE 360 NEWSLETTER
Phishing beyond email!
Beware of fraudulent Chrome update websites. Cybercriminals use this tactic, among others, to trick you into running malware such as ransomware.
How can you protect yourself?
- Never click on an update pop-up window.
- Always move your mouse over URL links to check the domain name.
Reminder – Investia Cybersecurity Guide
For additional cybersecurity tips and useful information, please read Investia’s Cybersecurity Guide here.
Should you have any questions or require additional information regarding cybersecurity, please contact our partner Solulan, by email at investia@solulan.com.
Also in this issue
- Important Reminder – Payment of the Minimum Annual Amount – Deadline on November 24
- Important Reminder – RRSP to RRIF Transfers – Deadline on November 24
- Reminder – Morningstar Advisor Workstation – Subscription and Renewal for 2024
- Transfers to FHSA
- New Feature in Univeris – Entry of Additional Taxes for Client-Name Redemptions
- System Maintenance – Univeris, Advisor Centre, Client Portal and Mobile App Downtime
- Virtual Water Cooler Series – Recording Link
- Alternative Minimum Tax Changes – What Your Client Needs to Know (PPI)