THE 360 NEWSLETTER
Click here to read Solulan's article on: Social Engineering
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
- Important Reminder – Updated AWD Form (Investia Nominee Accounts)
- New Method for Adding Client Bank Information – Reminder and Two Events Not to Miss!
- New Online Group Trainings Available Soon!
- Becoming Familiar With the Advisor Centre on Investia Learning (and Earn CE Credits!)
- Reminder – Recognizing Your Commitment to Giving Back
- Reminder – Investia 2024 National Business Conference – Save the Dates
- Separation of Owner and Beneficiary in Corporate Context – Who Is Paying the Premium? (PPI)