THE 360 NEWSLETTER
We are pleased to inform you that a new investor-facing article has been made available on your Advisor Centre under the Marketing / Client Articles section:
We invite you to share this document with your clients and/or prospects, whether by email, upon an upcoming meeting or via your websites and social media sites.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
Also in this issue
- 2023 Annual Review of Professional Activities (ARPA) Questionnaire
- Exciting News! Harmonization of Client Administrative Fees
- Action Required | Mass Email Delivery – New Authentication Requirements
- Online Group Trainings Now Available on Investia Learning
- Account Status in Univeris – Important Reminder
- Enhancement – Family Linking Option on Mobile App
- The Chronicles of our Cyber-Experts – Email Best Practices
- iA Clarington Video with Jeff Sujitno
- iA Clarington Webcast with Loomis Sayles
- The 2023 RRSP Contribution Deadline (PPI)
- CashMonitor Report – January 2024