THE 360 NEWSLETTER
Read document here.
Also in this issue
- Reminder – 2023 Annual Review of Professional Activities Questionnaire
- Fee-Based Account Program – PureFees Guide Update and Upcoming Online Group Training
- 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