THE 360 NEWSLETTER
Firstly, we would like to thank everyone who attended the Virtual Water Cooler Chat held on Thursday, November 9, where we discussed the following topics:
- Year-end procedures and key dates to remember
- Implementation of harmonized CIRO rules
- Information about CE credit requirements
For those of you who missed it, you can watch the presentation by clicking on the following recording link:
Virtual Water Cooler Chat – November 9, 2023
Stay tuned for the next issues of The 360 Newsletter for details about our next event!
Should you have any questions, please send an email to events@investia.ca.
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
- The Chronicles of our Cyber-Experts – Fraudulent Chrome Updates
- Alternative Minimum Tax Changes – What Your Client Needs to Know (PPI)