THE 360 NEWSLETTER
5 Email Best Practices
Each week, we will be providing you with a friendly reminder of email best practices.
#3 – NEVER open unexpected attachments
Check the origin and legitimacy of the attachment by another means of communication if in doubt!
Reminder – Investia Cybersecurity Guide
For more 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
- 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
- New Client Article
- Enhancement – Family Linking Option on Mobile App
- iA Clarington Video with Jeff Sujitno
- iA Clarington Webcast with Loomis Sayles
- The 2023 RRSP Contribution Deadline (PPI)
- CashMonitor Report – January 2024