THE 360 NEWSLETTER
Fee-Based Account Program – PureFees Guide Update and Upcoming Online Group Training
Best practices February 8, 2024We would like to inform you that a completely revised and improved version of the PureFees Representative Guide is now available to reflect certain changes made to the PureFees operating system.
Please click here to consult the amended guide, which can also be found on the Investia Advisor Centre under Guides & Training / Fee-Based Program.
Important reminder
As a best practice, please consult documents online to ensure that you always have access to the most up-to-date information possible.
Online group training now available!
Register for the Nominee Fee-Based Account Program – The PureFees System on February 13, at 2 p.m., to learn more about our Fee-Based Account Program. If needed, the registration procedure can be consulted by clicking here.
For any questions or additional information, we invite you to contact us at learning@investia.ca.
Also in this issue
- Reminder – 2023 Annual Review of Professional Activities Questionnaire
- Reminder – 2024 RRSP Season – Administrative Bulletin
- Upload to Imaging Best Practices
- New Uploading Option on the Secure File Upload Tool – Estate Processing (Nominee Accounts)
- Management of Compliance Inquiries During RRSP Season
- Evolution of our Brand Image
- The Chronicles of our Cyber-Experts – Email Best Practices