THE 360 NEWSLETTER
5 Email Best Practices
Each week, we will be providing you with a friendly reminder of email best practices.
#4 – Analyze the context of emails
Never reply to an urgent or enticing message. Switch to analysis mode!
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
- Reminder – 2023 Annual Review of Professional Activities Questionnaire
- Reminder – 2024 RRSP Season – Administrative Bulletin
- 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