THE 360 NEWSLETTER
What happens to your client’s financial goals if they encounter an accident, unexpected illness, or financial emergency? Watch this video and share it with your clients to explore capital alternatives during challenging times.
Also in this issue
- Reminder – 2023 Annual Review of Professional Activities Questionnaire
- Reminder – New Uploading Option for Estate Documents (Investia Nominee Accounts)
- Rejected Transactions Due to a Closed Bank Account
- Update of Exchange Traded Fund Administrative Procedure
- Tax Slips for Registered Plans – Error Message
- Reminder – 2024 Licence Billing for Investia-Registered Representatives (7599)
- The Risks of Public Wi-Fi Networks and Their Solution